Instuitional Investor - Berman Capital Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Berman Capital Advisors, Llc |
| Portfolio Value | $635,620,000 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Large-Cap Index Fund | 539,852 | $108,467,000 | 17.06% | |
| 2. | Ishares Core Msci Eafe Etf | 1,013,910 | $75,282,000 | 11.84% | |
| 3. | Vanguard Mid-Cap Index Fund | 115,865 | $27,431,000 | 4.31% | |
| 4. | Ishares Edge Msci Usa Quality | 192,967 | $25,419,000 | 3.99% | |
| 5. | IEF | 89,128 | $24,424,000 | 3.84% |
