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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
1501
$0 ﹤0.01%
15
1502
$0 ﹤0.01%
41
-44
1503
– –
0
1504
$0 ﹤0.01%
12
-49
1505
– –
-42
1506
$0 ﹤0.01%
27
1507
– –
0
1508
$0 ﹤0.01%
22
1509
$0 ﹤0.01%
5
1510
– –
-1,716
1511
– –
-2
1512
$0 ﹤0.01%
6
-13
1513
– –
0
1514
$0 ﹤0.01%
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1515
– –
-31
1516
$0 ﹤0.01%
28
1517
– –
-100,256
1518
$0 ﹤0.01%
16
1519
– –
-58
1520
$0 ﹤0.01%
5
1521
$0 ﹤0.01%
90
1522
– –
-84
1523
$0 ﹤0.01%
39
1524
– –
-98
1525
$0 ﹤0.01%
5
59 60
61
62 63