BC

Berman Capital Advisors, LLC

13F
Berman Capital Advisors, LLC
Last update 2021-10-07 2242 Stocks (293 new)
Value $636.00 Mil Turnover 12 %
Countries:
Berman Capital Advisors, LLC Top Holdings of 2021-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VV
Vanguard Large Cap ETF
539,852
108,467.0
+8.43%
17.060
+1.33%
0.410
+19.83%
+8.10%
40,679.5
 
IEFA
iShares Core MSCI EAFE ETF
1,013,910
75,282.0
+14.53%
11.840
+1.50%
0.070
+11.52%
+19.59%
141,328.0
 
VO
Vanguard Mid-Cap ETF
115,865
27,431.0
+2.51%
4.320
+0.11%
0.050
+16.32%
+8.70%
80,548.8
 
QUAL
iShares MSCI USA Quality Factor ETF
192,967
25,419.0
-0.03%
4.000
0%
0.110
+14.25%
+3.80%
53,112.1
 
IWF
iShares Russell 1000 Growth ETF
89,128
24,424.0
+0.13%
3.840
+0.01%
0.040
+27.24%
+8.36%
113,776.0
 
AAPL
Apple Inc
103,480
14,640.0
+7.03%
2.300
+0.15%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
MSFT
Microsoft Corp
43,528
12,269.0
+26.87%
1.930
+0.41%
0.000
+38.94%
+21.47%
3,790,969.0
Software
VT
Vanguard Total World Stock ETF
118,518
12,068.0
-7.34%
1.900
-0.15%
0.050
+17.37%
+11.44%
45,977.1
 
AMZN
Amazon.com Inc
72,660
11,932.0
+11.92%
1.880
+0.20%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
VXUS
Vanguard Total International Stock
180,449
11,415.0
-26.94%
1.800
-0.69%
0.020
+13.52%
+18.48%
92,038.5
 

Berman Capital Advisors, LLC's Historical Top Holdings Breakdowns

Berman Capital Advisors, LLC Total Holding History ($B)

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Berman Capital Advisors, LLC's Asset Allocation

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Berman Capital Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Berman Capital Advisors, LLC's Hypothetical Growth since 2021-09-30

Berman Capital Advisors, LLC's Yearly Returns

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