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
1076
$3K ﹤0.01%
44
1077
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44
+9
1078
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192
+75
1079
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31
1080
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43
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1082
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51
+1
1083
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+2
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42
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240
+77
1087
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840
+405
1089
$3K ﹤0.01%
132
+98
1090
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408
1091
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25
1092
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1093
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1094
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74
+1
1095
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74
+1
1096
$3K ﹤0.01%
572
1097
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37
1098
$3K ﹤0.01%
50
1099
$3K ﹤0.01%
+148
1100
$3K ﹤0.01%
668
+2
42 43
44
45 46