AAM
Ackerman Asset Management Portfolio holdings
AUM
$125M
This Quarter Return
-4.76%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$111M
AUM Growth
–
Cap. Flow
+$111M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
95.09%
Holding
24
New
24
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$46.5M |
| 2 |
iShares S&P 100 ETF
OEF
|
$24.3M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$8.9M |
| 4 |
iShares Russell 1000 ETF
IWB
|
$6.74M |
| 5 |
Invesco QQQ Trust
QQQ
|
$5.41M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 1.3% |
| 2 | Technology | 1.11% |
| 3 | Consumer Discretionary | 0.51% |
