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AAM
Ackerman Asset Management Portfolio holdings
AUM
$143M
1-Year Est. Return
16.36%
This Fund
S&P 500
This Quarter
Est. Return
-4.76%
1 Year Est. Return
+16.36%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$111M
AUM Growth
–
Cap. Flow
+$116M
Cap. Flow
% of AUM
105.12%
Top 10 Holdings %
Top 10 Hldgs %
95.09%
Holding
24
New
24
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$48.9M |
| 2 |
iShares S&P 100 ETF
OEF
|
+$25.7M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$9.35M |
| 4 |
iShares Russell 1000 ETF
IWB
|
+$7.1M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$5.86M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 1.3% |
| 2 | Technology | 1.11% |
| 3 | Consumer Discretionary | 0.51% |
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Ackerman Asset Management's Q1 2025 Portfolio in Review
Q1 2025 is the first quarter with a 13F filing on record for Ackerman Asset Management, which disclosed 24 positions worth $111M. Its ten largest holdings account for 95% of the portfolio.
Its largest position is iShares Core S&P 500 ETF: 82,812 shares worth $46.5M.
By sector, the portfolio is most concentrated in Financials at 1.3% of assets, followed by Technology and Consumer Discretionary.
- Ackerman Asset Management's largest Q1 2025 buy was iShares Core S&P 500 ETF: 82,812 shares worth $46.5M.
- Ackerman Asset Management's ten largest holdings make up 95% of its $111M portfolio in Q1 2025.
- Ackerman Asset Management disclosed 24 positions in Q1 2025, its first 13F filing on record.
Based on Ackerman Asset Management's 13F filing for Q1 2025, filed 8 May 2025.