AAM

Ackerman Asset Management Portfolio holdings

AUM $150M
1-Year Est. Return 16.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1 +$5.74M
2 +$842K
3 +$422K
4
MSFT icon
Microsoft
MSFT
+$286K
5
ETHA
iShares Ethereum Trust ETF
ETHA
+$270K

Top Sells

1 +$277K
2 +$196K
3 +$109K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$103K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$72.3K

Sector Composition

1 Technology 5.13%
2 Financials 1.06%
3 Consumer Discretionary 0.48%
4 Industrials 0.26%
5 Healthcare 0.17%