BCA

Berman Capital Advisors Portfolio holdings

AUM $636M
1-Year Est. Return 30.04%
This Quarter Est. Return
1 Year Est. Return
+30.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,640
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.71M
3
+$1.12M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.11M
5
SCO icon
ProShares UltraShort Bloomberg Crude Oil
SCO
+$486K

Top Sells

1
+$2.76M
2
+$1.27M
3
+$661K
4
TCDA
Tricida, Inc. Common Stock
TCDA
+$565K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$545K

Sector Composition

1 Technology 5.48%
2 Financials 4.18%
3 Consumer Discretionary 3.27%
4 Healthcare 2.44%
5 Communication Services 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$10K ﹤0.01%
354
+1
752
$10K ﹤0.01%
160
+83
753
$10K ﹤0.01%
212
+169
754
$10K ﹤0.01%
156
755
$10K ﹤0.01%
217
756
$10K ﹤0.01%
73
+15
757
$10K ﹤0.01%
61
+8
758
$10K ﹤0.01%
275
+46
759
$10K ﹤0.01%
1,197
760
$10K ﹤0.01%
92
+1
761
$10K ﹤0.01%
84
+8
762
$10K ﹤0.01%
529
763
$9K ﹤0.01%
316
-103
764
$9K ﹤0.01%
199
765
$9K ﹤0.01%
301
+2
766
$9K ﹤0.01%
2,795
767
$9K ﹤0.01%
222
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768
$9K ﹤0.01%
185
769
$9K ﹤0.01%
232
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770
$9K ﹤0.01%
101
+13
771
$9K ﹤0.01%
193
+1
772
$9K ﹤0.01%
430
773
$9K ﹤0.01%
508
774
$9K ﹤0.01%
74
775
$9K ﹤0.01%
653
29 30
31
32 33