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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
1451
$1K ﹤0.01%
16
1452
$0 ﹤0.01%
24
1453
$0 ﹤0.01%
11
1454
– –
-46
1455
– –
-86
1456
$0 ﹤0.01%
14
1457
$0 ﹤0.01%
76
+2
1458
$0 ﹤0.01%
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1459
$0 ﹤0.01%
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1460
$0 ﹤0.01%
9
1461
– –
-180
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1463
$0 ﹤0.01%
92
-98
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– –
-2,016
1465
$0 ﹤0.01%
6
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– –
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1467
– –
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$0 ﹤0.01%
181
1469
$0 ﹤0.01%
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1471
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$0 ﹤0.01%
41
-28
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$0 ﹤0.01%
54
-66
1474
$0 ﹤0.01%
41
1475
– –
-30
57 58
59
60 61