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%
141
-154
1402
$1K ﹤0.01%
28
1403
$1K ﹤0.01%
+100
1404
$1K ﹤0.01%
28
1405
$1K ﹤0.01%
30
+1
1406
$1K ﹤0.01%
33
1407
$1K ﹤0.01%
115
1408
$1K ﹤0.01%
8
1409
$1K ﹤0.01%
6
1410
$1K ﹤0.01%
38
1411
$1K ﹤0.01%
18
1412
$1K ﹤0.01%
+57
1413
$1K ﹤0.01%
4
1414
$1K ﹤0.01%
16
1415
$1K ﹤0.01%
3
1416
$1K ﹤0.01%
22
-43
1417
$1K ﹤0.01%
+11
1418
$1K ﹤0.01%
134
-225
1419
$1K ﹤0.01%
152
1420
$1K ﹤0.01%
14
-74
1421
$1K ﹤0.01%
80
1422
$1K ﹤0.01%
50
1423
$1K ﹤0.01%
83
1424
$1K ﹤0.01%
14
1425
$1K ﹤0.01%
64
55 56
57
58 59