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Home > Institutional Investor > Berman Mcaleer Llc > Profile

Instuitional Investor - Berman Mcaleer Llc

Fund Profile
Filing Period:
Fund Name: Berman Mcaleer Llc
Portfolio Value $861,786,646
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T - RAFI US 1000 ETF
 1,544,416 $84,062,566 9.75%
2.
Dimensional Etf Trust
 DFAC 1,814,367 $75,169,234 8.72%
3.
Starboard Invt Tr
 2,243,868 $74,862,625 8.69%
4.
Vanguard Index Fds
 302,376 $59,123,652 6.86%
5.
Ishares Trust
 IEF 391,864 $53,309,177 6.19%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.