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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
1151
$3K ﹤0.01%
182
1152
$3K ﹤0.01%
28
1153
$3K ﹤0.01%
+115
1154
$3K ﹤0.01%
43
1155
$3K ﹤0.01%
23
1156
$3K ﹤0.01%
206
+1
1157
$2K ﹤0.01%
120
+2
1158
$2K ﹤0.01%
21
1159
$2K ﹤0.01%
+215
1160
$2K ﹤0.01%
61
1161
$2K ﹤0.01%
49
1162
$2K ﹤0.01%
107
1163
$2K ﹤0.01%
57
+1
1164
$2K ﹤0.01%
47
1165
$2K ﹤0.01%
43
+1
1166
$2K ﹤0.01%
94
+23
1167
$2K ﹤0.01%
394
1168
$2K ﹤0.01%
54
1169
$2K ﹤0.01%
22
1170
$2K ﹤0.01%
49
1171
$2K ﹤0.01%
67
1172
$2K ﹤0.01%
132
+86
1173
$2K ﹤0.01%
35
1174
$2K ﹤0.01%
172
1175
$2K ﹤0.01%
58
-1
45 46
47
48 49