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BCA

Berman Capital Advisors Portfolio holdings

AUM $636M
1-Year Est. Return 30.04%
This Fund
S&P 500
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
+$1.97M
2
+$1.65M
3
+$1.13M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.07M
5
SCO icon
ProShares UltraShort Bloomberg Crude Oil
SCO
+$581K

Top Sells

1
+$2.66M
2
+$1.28M
3
+$711K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$633K
5
TCDA
Tricida, Inc. Common Stock
TCDA
+$559K

Sector Composition

1 Technology 5.49%
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
801
$9K ﹤0.01%
274
802
$9K ﹤0.01%
591
+3
803
$9K ﹤0.01%
207
+1
804
$9K ﹤0.01%
244
-23
805
$9K ﹤0.01%
224
806
$9K ﹤0.01%
78
807
$9K ﹤0.01%
25
808
$9K ﹤0.01%
187
809
$9K ﹤0.01%
252
+1
810
$9K ﹤0.01%
859
+7
811
$9K ﹤0.01%
316
-103
812
$8K ﹤0.01%
686
+132
813
$8K ﹤0.01%
54
814
$8K ﹤0.01%
140
815
$8K ﹤0.01%
879
-4
816
$8K ﹤0.01%
102
817
$8K ﹤0.01%
276
818
$8K ﹤0.01%
6
819
$8K ﹤0.01%
69
820
$8K ﹤0.01%
128
821
$8K ﹤0.01%
246
822
$8K ﹤0.01%
330
+20
823
$8K ﹤0.01%
158
824
$8K ﹤0.01%
69
825
$8K ﹤0.01%
124
31 32
33
34 35