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
951
$6K ﹤0.01%
112
952
$6K ﹤0.01%
230
+10
953
$6K ﹤0.01%
72
954
$5K ﹤0.01%
+1,908
955
$5K ﹤0.01%
1,385
956
$5K ﹤0.01%
295
-303
957
$5K ﹤0.01%
105
958
$5K ﹤0.01%
44
959
$5K ﹤0.01%
728
960
$5K ﹤0.01%
640
+8
961
$5K ﹤0.01%
13
962
$5K ﹤0.01%
96
963
$5K ﹤0.01%
204
964
$5K ﹤0.01%
345
+73
965
$5K ﹤0.01%
252
966
$5K ﹤0.01%
201
967
$5K ﹤0.01%
119
968
$5K ﹤0.01%
301
+7
969
$5K ﹤0.01%
110
970
$5K ﹤0.01%
87
971
$5K ﹤0.01%
64
972
$5K ﹤0.01%
136
973
$5K ﹤0.01%
35
974
$5K ﹤0.01%
69
975
$5K ﹤0.01%
43
-26
37 38
39
40 41