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
776
$9K ﹤0.01%
129
777
$9K ﹤0.01%
61
+17
778
$9K ﹤0.01%
2,059
779
$9K ﹤0.01%
191
+1
780
$9K ﹤0.01%
602
+152
781
$9K ﹤0.01%
78
782
$9K ﹤0.01%
164
+22
783
$9K ﹤0.01%
73
784
$9K ﹤0.01%
49
785
$9K ﹤0.01%
70
-18
786
$9K ﹤0.01%
591
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787
$9K ﹤0.01%
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788
$9K ﹤0.01%
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789
$9K ﹤0.01%
224
790
$9K ﹤0.01%
78
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$9K ﹤0.01%
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$9K ﹤0.01%
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$9K ﹤0.01%
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25
795
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796
$9K ﹤0.01%
252
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$9K ﹤0.01%
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$9K ﹤0.01%
203
799
$9K ﹤0.01%
260
800
$9K ﹤0.01%
193
+58
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