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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
1576
$0 ﹤0.01%
+106
1577
$0 ﹤0.01%
23
-158
1578
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1
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$0 ﹤0.01%
10
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1585
$0 ﹤0.01%
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1586
$0 ﹤0.01%
4
1587
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1588
$0 ﹤0.01%
47
-18
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-421
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1591
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$0 ﹤0.01%
89
1594
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1596
$0 ﹤0.01%
+29
1597
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-236
1598
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1599
– –
-10,000
1600
– –
-767
62 63
64
65 66