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
176
$144K 0.04%
2,265
+28
177
$143K 0.04%
1,711
+1
178
$141K 0.04%
7,100
179
$139K 0.04%
729
+12
180
$138K 0.04%
1,017
+1
181
$138K 0.04%
23,560
+1,120
182
$136K 0.04%
2,489
183
$134K 0.04%
1,470
+1
184
$132K 0.04%
850
+1
185
$132K 0.04%
633
+1
186
$131K 0.04%
2,095
-122
187
$131K 0.04%
263
+89
188
$130K 0.04%
566
+39
189
$130K 0.04%
1,044
+1
190
$130K 0.04%
1,000
191
$129K 0.04%
608
+1
192
$129K 0.04%
2,024
-42
193
$128K 0.04%
1,978
+106
194
$128K 0.04%
4,194
+43
195
$126K 0.04%
809
196
$126K 0.04%
966
+2
197
$123K 0.04%
1,970
198
$122K 0.04%
1,272
+4
199
$122K 0.04%
3,445
200
$121K 0.03%
608
+224
6 7
8
9 10