ACA

Ackerman Capital Advisors Portfolio holdings

AUM $498M
1-Year Est. Return 14.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$18.7M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.4M
3
+$1.36M
4
MYI icon
BlackRock MuniYield Quality Fund III
MYI
+$1.32M
5
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$1.13M

Top Sells

1
+$264M
2
+$232M
3
+$158M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$103M
5
MCD icon
McDonald's
MCD
+$96.1M

Sector Composition

1 Financials 19.71%
2 Consumer Discretionary 10.56%
3 Industrials 9.71%
4 Healthcare 5.55%
5 Technology 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.2K 0.03%
216,909
-2,813
52
$5.87K 0.03%
201,145
-1,085
53
$5.62K 0.03%
70,553
-515
54
$5.08K 0.03%
163,625
-4,134
55
$4.67K 0.02%
250,512
+9,196
56
$4.09K 0.02%
130,894
-161,269
57
$3.84K 0.02%
41,200
-391
58
$3.66K 0.02%
101,688
-1,266
59
$3.44K 0.02%
110,710
-1,788
60
$3.19K 0.02%
103,205
-1,136
61
$3.11K 0.02%
137,072
-489
62
$2.23K 0.01%
43,834
-233
63
$1.95K 0.01%
24,126
-2,916
64
$1.94K 0.01%
58,068
-520
65
$1.87K 0.01%
+139,474
66
$1.5K 0.01%
24,738
-3,987
67
$1.42K 0.01%
+115,787
68
$1.41K 0.01%
15,759
+236
69
$1.39K 0.01%
+98,165
70
$1.36K 0.01%
+105,141
71
$1.33K 0.01%
14,421
-127
72
$1.31K 0.01%
10,665
+2
73
$1.24K 0.01%
21,100
+5,000
74
$1.18K 0.01%
12,391
75
$1.16K 0.01%
+86,719
1 2
3
4 5