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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
1251
$2K ﹤0.01%
232
1252
$2K ﹤0.01%
33
1253
$2K ﹤0.01%
48
1254
$2K ﹤0.01%
1,115
1255
$2K ﹤0.01%
43
+1
1256
$2K ﹤0.01%
51
1257
$2K ﹤0.01%
81
1258
$2K ﹤0.01%
69
1259
$2K ﹤0.01%
39
1260
$2K ﹤0.01%
109
-45
1261
$2K ﹤0.01%
38
1262
$2K ﹤0.01%
31
1263
$2K ﹤0.01%
184
+2
1264
$2K ﹤0.01%
109
1265
$2K ﹤0.01%
80
+60
1266
$2K ﹤0.01%
65
+25
1267
$2K ﹤0.01%
32
1268
$2K ﹤0.01%
+60
1269
$2K ﹤0.01%
28
-15
1270
$2K ﹤0.01%
71
1271
$2K ﹤0.01%
79
1272
$2K ﹤0.01%
101
1273
$2K ﹤0.01%
139
1274
$2K ﹤0.01%
38
1275
$2K ﹤0.01%
81
+1
49 50
51
52 53