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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
1426
$1K ﹤0.01%
80
1427
$1K ﹤0.01%
42
1428
$1K ﹤0.01%
23
1429
$1K ﹤0.01%
13
1430
$1K ﹤0.01%
50
1431
$1K ﹤0.01%
51
1432
$1K ﹤0.01%
66
1433
$1K ﹤0.01%
83
1434
$1K ﹤0.01%
14
1435
$1K ﹤0.01%
64
1436
$1K ﹤0.01%
10
1437
$1K ﹤0.01%
8
1438
$1K ﹤0.01%
24
1439
$1K ﹤0.01%
17
1440
$1K ﹤0.01%
9
1441
$1K ﹤0.01%
92
1442
$1K ﹤0.01%
+99
1443
$1K ﹤0.01%
51
1444
$1K ﹤0.01%
36
+26
1445
$1K ﹤0.01%
51
1446
$1K ﹤0.01%
107
1447
$1K ﹤0.01%
43
1448
$1K ﹤0.01%
+36
1449
$1K ﹤0.01%
55
1450
$1K ﹤0.01%
46
+1
56 57
58
59 60