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
1126
$3K ﹤0.01%
362
-45
1127
$3K ﹤0.01%
182
1128
$3K ﹤0.01%
50
1129
$3K ﹤0.01%
74
1130
$3K ﹤0.01%
206
+1
1131
$3K ﹤0.01%
1,004
1132
$3K ﹤0.01%
56
1133
$3K ﹤0.01%
+508
1134
$3K ﹤0.01%
+351
1135
$3K ﹤0.01%
278
+54
1136
$3K ﹤0.01%
62
+2
1137
$3K ﹤0.01%
90
1138
$3K ﹤0.01%
433
1139
$3K ﹤0.01%
112
1140
$3K ﹤0.01%
31
1141
$3K ﹤0.01%
77
+1
1142
$3K ﹤0.01%
46
1143
$3K ﹤0.01%
82
+4
1144
$3K ﹤0.01%
120
1145
$3K ﹤0.01%
105
1146
$3K ﹤0.01%
66
+1
1147
$3K ﹤0.01%
479
1148
$3K ﹤0.01%
144
+41
1149
$3K ﹤0.01%
38
1150
$3K ﹤0.01%
+118
44 45
46
47 48