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
826
$8K ﹤0.01%
67
-4
827
$8K ﹤0.01%
34
828
$8K ﹤0.01%
92
829
$8K ﹤0.01%
233
830
$8K ﹤0.01%
116
831
$8K ﹤0.01%
90
832
$8K ﹤0.01%
80
+1
833
$8K ﹤0.01%
246
834
$8K ﹤0.01%
330
+20
835
$8K ﹤0.01%
158
836
$8K ﹤0.01%
69
837
$8K ﹤0.01%
140
+1
838
$8K ﹤0.01%
750
839
$8K ﹤0.01%
4,388
-1,768
840
$8K ﹤0.01%
488
841
$8K ﹤0.01%
70
-10
842
$8K ﹤0.01%
671
843
$8K ﹤0.01%
2,521
844
$8K ﹤0.01%
64
845
$8K ﹤0.01%
178
-208
846
$8K ﹤0.01%
124
847
$8K ﹤0.01%
89
848
$8K ﹤0.01%
226
-102
849
$8K ﹤0.01%
303
850
$8K ﹤0.01%
2,606
+6
32 33
34
35 36