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
1401
$1K ﹤0.01%
32
+1
1402
$1K ﹤0.01%
36
1403
$1K ﹤0.01%
65
1404
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103
1405
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12
1406
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1407
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20
1408
$1K ﹤0.01%
+87
1409
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23
1410
$1K ﹤0.01%
7
1411
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7
1412
$1K ﹤0.01%
36
-82
1413
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42
1414
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19
1415
$1K ﹤0.01%
156
1416
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11
1417
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39
1418
$1K ﹤0.01%
75
1419
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91
1420
$1K ﹤0.01%
39
-2,000
1421
$1K ﹤0.01%
109
1422
$1K ﹤0.01%
24
-33
1423
$1K ﹤0.01%
+217
1424
$1K ﹤0.01%
91
1425
$1K ﹤0.01%
17
55 56
57
58 59