Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BERMAN CAPITAL ADVISORS LLC | 10-06-2021 | 09-30-2021 | 2786 | 635,620,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Datadog Inc Cl A Com | Stock | 151 | $432,000 | 3,066 | 0.07 | 0.02 | 2,063 | 205.68 | 09-30-2021 |
| Fireeye Inc Com | Stock | 152 | $425,000 | 23,950 | 0.07 | 0.09 | -2,748 | -10.29 | 09-30-2021 |
| OKTA Inc Cl A | Stock | 153 | $424,000 | 1,792 | 0.07 | 0.07 | 101 | 5.97 | 09-30-2021 |
| Zoetis Inc Cl A | Stock | 154 | $415,000 | 2,144 | 0.07 | 0.06 | 191 | 9.78 | 09-30-2021 |
