ACM
Acertus Capital Management Portfolio holdings
AUM
$149M
This Quarter Return
+1.03%
1 Year Return
+6.72%
3 Year Return
+13.32%
5 Year Return
–
10 Year Return
–
AUM
$149M
AUM Growth
+$149M
(-2.6%)
Cap. Flow
-$7.88M
Cap. Flow
% of AUM
-5.29%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
3
New
2
Increased
–
Reduced
1
Closed
–
Top Buys
| 1 |
iShares Core Moderate Allocation ETF
AOM
|
$369K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$242K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$8.49M |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
SPDR S&P 500 ETF Trust
SPY
$649B
| $148M | 39.99% |
613,800
-35,100
| -5% | -$8.49M |
|
|
2
iShares Core Moderate Allocation ETF
AOM
$1.57B
| $369K | 0.1% |
+9,905
| New | +$369K |
|
|
3
iShares Core S&P 500 ETF
IVV
$653B
| $242K | 0.07% |
+994
| New | +$242K |
|