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
1351
$1K ﹤0.01%
21
1352
$1K ﹤0.01%
32
+1
1353
$1K ﹤0.01%
36
1354
$1K ﹤0.01%
65
1355
$1K ﹤0.01%
103
1356
$1K ﹤0.01%
36
-82
1357
$1K ﹤0.01%
156
1358
$1K ﹤0.01%
11
1359
$1K ﹤0.01%
39
1360
$1K ﹤0.01%
75
1361
$1K ﹤0.01%
91
1362
$1K ﹤0.01%
39
-2,000
1363
$1K ﹤0.01%
109
1364
$1K ﹤0.01%
24
-33
1365
$1K ﹤0.01%
+217
1366
$1K ﹤0.01%
91
1367
$1K ﹤0.01%
17
1368
$1K ﹤0.01%
56
+1
1369
$1K ﹤0.01%
34
-94
1370
$1K ﹤0.01%
12
-47
1371
$1K ﹤0.01%
17
1372
$1K ﹤0.01%
28
1373
$1K ﹤0.01%
44
1374
$1K ﹤0.01%
+34
1375
$1K ﹤0.01%
41
53 54
55
56 57