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
76
$444K 0.13%
1,365
+11
77
$441K 0.13%
2,717
-996
78
$429K 0.12%
6,808
+32
79
$412K 0.12%
10,410
80
$411K 0.12%
24,076
+692
81
$405K 0.12%
4,762
+427
82
$399K 0.12%
13,800
83
$397K 0.11%
35,994
84
$395K 0.11%
10,836
-415
85
$383K 0.11%
13,207
+141
86
$378K 0.11%
2,513
+310
87
$368K 0.11%
4,624
+74
88
$367K 0.11%
4,956
89
$366K 0.11%
2,423
-2
90
$365K 0.11%
22,027
+2
91
$359K 0.1%
2,805
+7
92
$354K 0.1%
11,697
93
$353K 0.1%
6,375
94
$342K 0.1%
20,831
-1,600
95
$339K 0.1%
1
96
$336K 0.1%
2,800
+9
97
$335K 0.1%
17,070
+786
98
$333K 0.1%
1,717
+20
99
$328K 0.09%
2,897
+457
100
$325K 0.09%
20,000
2 3
4
5 6