BCA

Berman Capital Advisors Portfolio holdings

AUM $636M
1-Year Est. Return 30.04%
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
+$2.03M
2
+$1.71M
3
+$1.12M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.11M
5
SCO icon
ProShares UltraShort Bloomberg Crude Oil
SCO
+$486K

Top Sells

1
+$2.76M
2
+$1.27M
3
+$661K
4
TCDA
Tricida, Inc. Common Stock
TCDA
+$565K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$545K

Sector Composition

1 Technology 5.48%
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
151
$177K 0.05%
3,015
-15
152
$174K 0.05%
1,850
+525
153
$174K 0.05%
2,862
+46
154
$174K 0.05%
8,625
-419
155
$168K 0.05%
699
+17
156
$168K 0.05%
6,131
+6,100
157
$167K 0.05%
1,197
-1
158
$167K 0.05%
3,164
-241
159
$164K 0.05%
1,166
+594
160
$164K 0.05%
8,199
+120
161
$161K 0.05%
334
162
$160K 0.05%
1,948
+3
163
$160K 0.05%
531
+34
164
$158K 0.05%
2,829
+2,500
165
$155K 0.04%
2,189
166
$154K 0.04%
2,796
+48
167
$154K 0.04%
5,565
+315
168
$153K 0.04%
75
-5
169
$150K 0.04%
737
+6
170
$149K 0.04%
1,250
+2
171
$149K 0.04%
2,476
+212
172
$147K 0.04%
10,593
+39
173
$147K 0.04%
888
+6
174
$146K 0.04%
2,660
+2
175
$145K 0.04%
1,868
5 6
7
8 9