We are live on ! Find out more
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
1176
$2K ﹤0.01%
35
1177
$2K ﹤0.01%
88
1178
$2K ﹤0.01%
36
1179
$2K ﹤0.01%
+47
1180
$2K ﹤0.01%
19
1181
$2K ﹤0.01%
119
1182
$2K ﹤0.01%
67
+16
1183
$2K ﹤0.01%
25
1184
$2K ﹤0.01%
84
1185
$2K ﹤0.01%
31
1186
$2K ﹤0.01%
19
1187
$2K ﹤0.01%
33
1188
$2K ﹤0.01%
37
+1
1189
$2K ﹤0.01%
52
1190
$2K ﹤0.01%
16
1191
$2K ﹤0.01%
+70
1192
$2K ﹤0.01%
30
1193
$2K ﹤0.01%
10
1194
$2K ﹤0.01%
18
+3
1195
$2K ﹤0.01%
281
+158
1196
$2K ﹤0.01%
129
+1
1197
$2K ﹤0.01%
45
1198
$2K ﹤0.01%
36
1199
$2K ﹤0.01%
46
+1
1200
$2K ﹤0.01%
319
-5
46 47
48
49 50