Berman McAleer LLC

Portfolio Overview

Berman McAleer LLC presents a portfolio with a total value of approximately $338.98 million, comprising 74 distinct holdings as of the report date. The portfolio structure is characterized by a "barbell" approach, featuring a highly concentrated core of large-cap ETFs alongside a long tail of smaller, individual equity positions. The top four holdings alone account for roughly 70% of the total assets, with the top ten positions constituting over 83%. This indicates a stra...