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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
1376
$1K ﹤0.01%
68
1377
$1K ﹤0.01%
+50
1378
$1K ﹤0.01%
28
+2
1379
$1K ﹤0.01%
11
1380
$1K ﹤0.01%
153
1381
$1K ﹤0.01%
201
+33
1382
$1K ﹤0.01%
32
1383
$1K ﹤0.01%
+288
1384
$1K ﹤0.01%
60
1385
$1K ﹤0.01%
43
1386
$1K ﹤0.01%
55
1387
$1K ﹤0.01%
25
1388
$1K ﹤0.01%
78
1389
$1K ﹤0.01%
20
1390
$1K ﹤0.01%
87
1391
$1K ﹤0.01%
27
1392
$1K ﹤0.01%
28
1393
$1K ﹤0.01%
+150
1394
$1K ﹤0.01%
44
1395
$1K ﹤0.01%
8
1396
$1K ﹤0.01%
3
1397
$1K ﹤0.01%
120
1398
$1K ﹤0.01%
41
1399
$1K ﹤0.01%
9
1400
$1K ﹤0.01%
111
+3
54 55
56
57 58