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
901
$7K ﹤0.01%
140
902
$6K ﹤0.01%
423
+8
903
$6K ﹤0.01%
217
904
$6K ﹤0.01%
331
905
$6K ﹤0.01%
55
906
$6K ﹤0.01%
300
+14
907
$6K ﹤0.01%
933
908
$6K ﹤0.01%
124
909
$6K ﹤0.01%
210
+166
910
$6K ﹤0.01%
123
+1
911
$6K ﹤0.01%
136
-181
912
$6K ﹤0.01%
+101
913
$6K ﹤0.01%
99
+66
914
$6K ﹤0.01%
500
+69
915
$6K ﹤0.01%
+449
916
$6K ﹤0.01%
222
+3
917
$6K ﹤0.01%
323
+79
918
$6K ﹤0.01%
57
919
$6K ﹤0.01%
894
+602
920
$6K ﹤0.01%
147
+22
921
$6K ﹤0.01%
270
922
$6K ﹤0.01%
677
923
$6K ﹤0.01%
+98
924
$6K ﹤0.01%
42
925
$6K ﹤0.01%
71