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
1251
$2K ﹤0.01%
40
1252
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72
1253
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232
1254
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33
1255
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48
1256
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+122
1257
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39
1258
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109
-45
1259
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1260
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38
1261
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31
1262
$2K ﹤0.01%
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+2
1263
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109
1264
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80
+60
1265
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38
1266
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81
+1
1267
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65
+1
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65
+25
1270
$2K ﹤0.01%
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1271
$2K ﹤0.01%
+60
1272
$2K ﹤0.01%
6
1273
$2K ﹤0.01%
75
1274
$2K ﹤0.01%
54
1275
$2K ﹤0.01%
173
49 50
51
52 53