Clarfeld Financial Advisors, LLC has disclosed 522 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2018-12-31. The current portfolio value is calculated to be $118.00 Mil. The turnover rate is 0%.
In Clarfeld Financial Advisors, LLC's current portfolio as of 2018-12-31, the top 5 holdings are
iShares Core S&P 500 ETF (IVV), iShares Russell 2000 ETF (IWM), iShares MSCI EAFE ETF (EFA), iShares MSCI Emerging Markets ETF (EEM), iShares MSCI USA Min Vol Factor ETF (USMV), not including call and put options.
Clarfeld Financial 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 Clarfeld Financial 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 Clarfeld Financial 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 Clarfeld Financial Advisors, LLC.
