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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
926
$6K ﹤0.01%
72
927
$6K ﹤0.01%
+423
928
$6K ﹤0.01%
104
929
$6K ﹤0.01%
859
930
$6K ﹤0.01%
109
931
$6K ﹤0.01%
697
932
$6K ﹤0.01%
161
-4
933
$6K ﹤0.01%
311
-39
934
$6K ﹤0.01%
196
-9
935
$6K ﹤0.01%
227
-103
936
$6K ﹤0.01%
421
937
$6K ﹤0.01%
251
938
$6K ﹤0.01%
304
+1
939
$6K ﹤0.01%
353
-190
940
$6K ﹤0.01%
134
+30
941
$6K ﹤0.01%
1,212
-681
942
$6K ﹤0.01%
+232
943
$6K ﹤0.01%
64
944
$6K ﹤0.01%
250
945
$6K ﹤0.01%
55
946
$6K ﹤0.01%
210
+166
947
$6K ﹤0.01%
123
+1
948
$6K ﹤0.01%
136
-181
949
$6K ﹤0.01%
+101
950
$6K ﹤0.01%
423
+8
36 37
38
39 40