AAM
Ackerman Asset Management Portfolio holdings
AUM
$143M
1-Year Est. Return
16.36%
This Fund
S&P 500
1 Year Est. Return
+16.36%
AUM
$143M
AUM Growth
-$7.03M
(-4.7%)
Holding
39
Top Buys
| 1 | +$646K | |
| 2 | +$450K | |
| 3 | +$375K | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$314K |
| 5 |
Amazon
AMZN
|
+$299K |
Top Sells
| 1 | +$549K | |
| 2 | +$389K | |
| 3 | +$248K | |
| 4 |
ETHA
iShares Ethereum Trust ETF
ETHA
|
+$232K |
| 5 |
Cohen & Steers Infrastructure Fund
UTF
|
+$229K |
Sector Composition
| 1 | Technology | 5.04% |
| 2 | Financials | 1.71% |
| 3 | Consumer Discretionary | 0.71% |
| 4 | Industrials | 0.39% |
| 5 | Communication Services | 0.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Alphabet (Google) Class C
GOOG
$4.31T
| $287K | 0.2% |
+1,000
|
|
||
|
27
Amazon
AMZN
$2.69T
| $283K | 0.2% |
+1,357
|
|
||
28
iShares MSCI Germany ETF
EWG
$1.45B
| $279K | 0.19% |
7,041
|
|
||
|
WCN
29
Waste Connections
WCN
$38.3B
| $268K | 0.19% |
+1,650
|
|
||
30
Franklin FTSE United Kingdom ETF
FLGB
$862M
| $267K | 0.19% |
7,693
|
|
||
31
iShares MSCI Netherlands ETF
EWN
$545M
| $257K | 0.18% |
4,470
|
|
||
32
Moody's
MCO
$78.3B
| $244K | 0.17% |
+559
|
|
||
33
Vanguard Total Stock Market ETF
VTI
$655B
| $227K | 0.16% |
709
|
|
||
34
Eli Lilly
LLY
$962B
| $220K | 0.15% |
239
|
|
||
35
White Mountains Insurance
WTM
$5.04B
| $220K | 0.15% |
100
|
|
||
36
iShares Core US Aggregate Bond ETF
AGG
$136B
| – | – |
-2,483
|
|
||
37
Palantir
PLTR
$341B
| – | – |
-1,235
|
|
||
|
38
Cohen & Steers Infrastructure Fund
UTF
$3B
| – | – |
-9,500
|
|
||
|
ETHA
39
iShares Ethereum Trust ETF
ETHA
$5.36B
| – | – |
-10,331
|
|