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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
976
$5K ﹤0.01%
239
977
$5K ﹤0.01%
50
978
$5K ﹤0.01%
35
979
$5K ﹤0.01%
43
-26
980
$5K ﹤0.01%
184
+48
981
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103
+1
982
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161
983
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271
984
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29
985
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110
986
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192
+8
987
$5K ﹤0.01%
34
988
$5K ﹤0.01%
233
989
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252
990
$5K ﹤0.01%
201
991
$5K ﹤0.01%
119
992
$5K ﹤0.01%
301
+7
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$5K ﹤0.01%
110
994
$5K ﹤0.01%
99
995
$5K ﹤0.01%
188
-28
996
$5K ﹤0.01%
187
997
$5K ﹤0.01%
76
998
$5K ﹤0.01%
127
999
$5K ﹤0.01%
990
+9
1000
$5K ﹤0.01%
82
38 39
40
41 42