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
1051
$4K ﹤0.01%
201
1052
$4K ﹤0.01%
686
1053
$4K ﹤0.01%
90
1054
$4K ﹤0.01%
450
1055
$4K ﹤0.01%
125
1056
$4K ﹤0.01%
94
1057
$4K ﹤0.01%
625
1058
$4K ﹤0.01%
1,127
+3
1059
$4K ﹤0.01%
31
1060
$4K ﹤0.01%
204
-84
1061
$4K ﹤0.01%
572
1062
$4K ﹤0.01%
262
1063
$4K ﹤0.01%
121
+22
1064
$4K ﹤0.01%
158
1065
$4K ﹤0.01%
111
+1
1066
$4K ﹤0.01%
27
1067
$4K ﹤0.01%
61
1068
$4K ﹤0.01%
500
1069
$4K ﹤0.01%
+282
1070
$4K ﹤0.01%
100
1071
$4K ﹤0.01%
653
1072
$4K ﹤0.01%
27
1073
$4K ﹤0.01%
74
1074
$3K ﹤0.01%
157
1075
$3K ﹤0.01%
156
-253
41 42
43
44 45