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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
851
$8K ﹤0.01%
233
852
$8K ﹤0.01%
116
853
$8K ﹤0.01%
90
854
$8K ﹤0.01%
80
+1
855
$7K ﹤0.01%
10
856
$7K ﹤0.01%
160
857
$7K ﹤0.01%
202
+1
858
$7K ﹤0.01%
87
859
$7K ﹤0.01%
975
-97
860
$7K ﹤0.01%
25
861
$7K ﹤0.01%
80
-111
862
$7K ﹤0.01%
263
863
$7K ﹤0.01%
472
+2
864
$7K ﹤0.01%
140
865
$7K ﹤0.01%
295
+1
866
$7K ﹤0.01%
72
-2,716
867
$7K ﹤0.01%
359
868
$7K ﹤0.01%
207
869
$7K ﹤0.01%
635
+3
870
$7K ﹤0.01%
66
+12
871
$7K ﹤0.01%
235
872
$7K ﹤0.01%
62
873
$7K ﹤0.01%
36
874
$7K ﹤0.01%
1,406
875
$7K ﹤0.01%
742
33 34
35
36 37