BML

Berman McAleer LLC Portfolio holdings

AUM $715M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$715M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1 +$70.4M
2 +$66.8M
3 +$62.8M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$51.7M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$47.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.79%
2 Financials 2.57%
3 Healthcare 1.4%
4 Consumer Discretionary 1.35%
5 Real Estate 1.27%