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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
1526
– –
-86
1527
– –
-8
1528
$0 ﹤0.01%
5
1529
$0 ﹤0.01%
45
-13
1530
$0 ﹤0.01%
7
1531
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-28
1532
$0 ﹤0.01%
22
-9
1533
$0 ﹤0.01%
6
1534
$0 ﹤0.01%
44
1535
– –
-2,559
1536
$0 ﹤0.01%
+32
1537
$0 ﹤0.01%
10
1538
$0 ﹤0.01%
6
1539
$0 ﹤0.01%
6
1540
$0 ﹤0.01%
20
1541
– –
-133
1542
– –
-1,779
1543
– –
-161
1544
– –
-220
1545
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-1,608
1546
$0 ﹤0.01%
1
1547
$0 ﹤0.01%
7
1548
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-21
1549
– –
-3
1550
$0 ﹤0.01%
10
60 61
62
63 64