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
1151
$3K ﹤0.01%
28
1152
$3K ﹤0.01%
124
1153
$3K ﹤0.01%
222
+163
1154
$3K ﹤0.01%
69
1155
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49
1156
$3K ﹤0.01%
76
1157
$2K ﹤0.01%
107
1158
$2K ﹤0.01%
569
-152
1159
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57
+1
1160
$2K ﹤0.01%
47
1161
$2K ﹤0.01%
213
+5
1162
$2K ﹤0.01%
94
+23
1163
$2K ﹤0.01%
394
1164
$2K ﹤0.01%
27
1165
$2K ﹤0.01%
77
+6
1166
$2K ﹤0.01%
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1167
$2K ﹤0.01%
22
1168
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1169
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67
1170
$2K ﹤0.01%
132
+86
1171
$2K ﹤0.01%
28
-15
1172
$2K ﹤0.01%
71
1173
$2K ﹤0.01%
79
1174
$2K ﹤0.01%
35
1175
$2K ﹤0.01%
172
45 46
47
48 49