Berman Capital Advisors, LLC has disclosed 2242 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2021-09-30. The current portfolio value is calculated to be $636.00 Mil. The turnover rate is 12%.
In Berman Capital Advisors, LLC's current portfolio as of 2021-09-30, the top 5 holdings are
Vanguard Large Cap ETF (VV), iShares Core MSCI EAFE ETF (IEFA), Vanguard Mid-Cap ETF (VO), iShares MSCI USA Quality Factor ETF (QUAL), iShares Russell 1000 Growth ETF (IWF), not including call and put options.
Berman Capital Advisors, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Berman Capital Advisors, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Berman Capital Advisors, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Berman Capital Advisors, LLC.
