AAM
Ackerman Asset Management Portfolio holdings
AUM
$150M
1-Year Est. Return
16.55%
This Fund
S&P 500
1 Year Est. Return
+16.55%
AUM
$140M
AUM Growth
+$14.8M
(+12%)
Holding
28
Top Buys
| 1 | +$4.82M | |
| 2 | +$611K | |
| 3 | +$271K | |
| 4 |
Palantir
PLTR
|
+$200K |
| 5 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$106K |
Top Sells
| 1 | +$380K | |
| 2 | +$290K | |
| 3 | +$177K | |
| 4 |
Capital Bancorp
CBNK
|
+$129K |
| 5 |
iShares S&P 100 ETF
OEF
|
+$10.2K |
Sector Composition
| 1 | Financials | 1.21% |
| 2 | Technology | 1.11% |
| 3 | Consumer Discretionary | 0.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Cohen & Steers Infrastructure Fund
UTF
$2.64B
| $236K | 0.17% |
9,500
|
|
||
27
Vanguard Total Stock Market ETF
VTI
$581B
| $233K | 0.17% |
709
-22
|
|
||
|
28
Palantir
PLTR
$366B
| $225K | 0.16% |
+1,235
|
|