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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
1351
$1K ﹤0.01%
58
1352
$1K ﹤0.01%
39
1353
$1K ﹤0.01%
17
1354
$1K ﹤0.01%
56
+1
1355
$1K ﹤0.01%
34
-94
1356
$1K ﹤0.01%
17
1357
$1K ﹤0.01%
190
+44
1358
$1K ﹤0.01%
22
1359
$1K ﹤0.01%
38
1360
$1K ﹤0.01%
15
1361
$1K ﹤0.01%
104
-299
1362
$1K ﹤0.01%
45
+2
1363
$1K ﹤0.01%
56
1364
$1K ﹤0.01%
54
1365
$1K ﹤0.01%
8
-27
1366
$1K ﹤0.01%
94
1367
$1K ﹤0.01%
7
1368
$1K ﹤0.01%
96
-23
1369
$1K ﹤0.01%
72
1370
$1K ﹤0.01%
25
1371
$1K ﹤0.01%
36
1372
$1K ﹤0.01%
19
1373
$1K ﹤0.01%
790
+544
1374
$1K ﹤0.01%
11
1375
$1K ﹤0.01%
177
53 54
55
56 57