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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
1301
$1K ﹤0.01%
+217
1302
$1K ﹤0.01%
91
1303
$1K ﹤0.01%
27
1304
$1K ﹤0.01%
120
1305
$1K ﹤0.01%
57
1306
$1K ﹤0.01%
21
1307
$1K ﹤0.01%
32
+1
1308
$1K ﹤0.01%
36
1309
$1K ﹤0.01%
36
-82
1310
$1K ﹤0.01%
+1,096
1311
$1K ﹤0.01%
17
-13
1312
$1K ﹤0.01%
33
1313
$1K ﹤0.01%
28
1314
$1K ﹤0.01%
44
1315
$1K ﹤0.01%
+34
1316
$1K ﹤0.01%
41
1317
$1K ﹤0.01%
6
1318
$1K ﹤0.01%
49
1319
$1K ﹤0.01%
89
1320
$1K ﹤0.01%
12
1321
$1K ﹤0.01%
+79
1322
$1K ﹤0.01%
+119
1323
$1K ﹤0.01%
16
1324
$1K ﹤0.01%
3
1325
$1K ﹤0.01%
12
-47
51 52
53
54 55