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:
Top Holdings: VV(17.06%)IEFA(11.84%)VO(4.32%)QUAL(4.00%)IWF(3.84%)
Summary Stock Picks Current Portfolio
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
+19.04%
+9.17%
40,789.1
 
IEFA
iShares Core MSCI EAFE ETF
1,013,910
75,282.0
+14.53%
11.840
+1.50%
0.070
+13.34%
+23.86%
147,518.3
 
VO
Vanguard Mid-Cap ETF
115,865
27,431.0
+2.51%
4.320
+0.11%
0.050
+15.88%
+9.89%
80,725.0
 
QUAL
iShares MSCI USA Quality Factor ETF
192,967
25,419.0
-0.03%
4.000
0%
0.110
+14.04%
+5.05%
53,508.3
 
IWF
iShares Russell 1000 Growth ETF
89,128
24,424.0
+0.13%
3.840
+0.01%
0.040
+25.04%
+8.94%
113,994.5
 
AAPL
Apple Inc
103,480
14,640.0
+7.03%
2.300
+0.15%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
MSFT
Microsoft Corp
43,528
12,269.0
+26.87%
1.930
+0.41%
0.000
+35.37%
+20.48%
3,759,901.0
Software
VT
Vanguard Total World Stock ETF
118,518
12,068.0
-7.34%
1.900
-0.15%
0.050
+17.13%
+13.31%
46,529.1
 
AMZN
Amazon.com Inc
72,660
11,932.0
+11.92%
1.880
+0.20%
0.000
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
VXUS
Vanguard Total International Stock
180,449
11,415.0
-26.94%
1.800
-0.69%
0.020
+14.52%
+21.84%
94,497.9
 

Berman Capital Advisors, LLC's Historical Top Holdings Breakdowns

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

To

Berman Capital Advisors, LLC's Asset Allocation

To

Berman Capital Advisors, LLC Past Portfolios

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

Top Ranked Articles

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

Berman Capital Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Berman Capital Advisors, LLC's Holdings Heat Map

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Berman Capital Advisors, LLC's Holdings Bubble Chart

Berman Capital Advisors, LLC News

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