ACA

Ackerman Capital Advisors Portfolio holdings

AUM $478M
1-Year Est. Return 10.4%
This Quarter Est. Return
1 Year Est. Return
+10.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$393M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$2.35M
3
+$2M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$1.89M
5
EDC icon
Direxion Daily Emerging Markets Bull 3X Shares
EDC
+$1.79M

Top Sells

1
+$9.22M
2
+$4.13M
3
+$3.69M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.58M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.38M

Sector Composition

1 Energy 0.55%
2 Healthcare 0.5%
3 Technology 0.49%
4 Communication Services 0.45%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.35M 0.6%
+28,512
27
$2.26M 0.57%
22,950
+9,058
28
$1.86M 0.47%
20,935
-522
29
$1.81M 0.46%
25,748
-4,230
30
$1.79M 0.45%
+19,141
31
$1.7M 0.43%
59,993
-193
32
$1.29M 0.33%
25,662
+20,209
33
$1.23M 0.31%
+5,079
34
$1.21M 0.31%
94,479
+52,867
35
$1.16M 0.3%
12,692
36
$1.12M 0.29%
98,325
-17,647
37
$1.07M 0.27%
66,078
+13,368
38
$964K 0.25%
8,221
39
$936K 0.24%
80,481
-26,609
40
$921K 0.23%
6,940
41
$903K 0.23%
98,149
-3,167
42
$898K 0.23%
62,145
+13,253
43
$878K 0.22%
5,576
-2,400
44
$848K 0.22%
+82,727
45
$832K 0.21%
124,482
+93,048
46
$825K 0.21%
9,767
47
$824K 0.21%
+91,281
48
$790K 0.2%
15,297
-9,717
49
$790K 0.2%
52,822
+36,408
50
$771K 0.2%
8,800
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2
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