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
1226
$2K ﹤0.01%
74
+1
1227
$2K ﹤0.01%
61
1228
$2K ﹤0.01%
58
1229
$2K ﹤0.01%
23
1230
$2K ﹤0.01%
73
1231
$2K ﹤0.01%
114
1232
$2K ﹤0.01%
+118
1233
$2K ﹤0.01%
+174
1234
$2K ﹤0.01%
116
1235
$2K ﹤0.01%
46
1236
$2K ﹤0.01%
110
+12
1237
$2K ﹤0.01%
65
1238
$2K ﹤0.01%
38
1239
$2K ﹤0.01%
89
-151
1240
$2K ﹤0.01%
205
+75
1241
$2K ﹤0.01%
120
1242
$2K ﹤0.01%
130
1243
$2K ﹤0.01%
+971
1244
$2K ﹤0.01%
110
1245
$2K ﹤0.01%
170
+52
1246
$2K ﹤0.01%
153
1247
$2K ﹤0.01%
20
1248
$2K ﹤0.01%
28
1249
$2K ﹤0.01%
72
+1
1250
$2K ﹤0.01%
14
48 49
50
51 52