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
$20.5M
AUM Growth
+$1.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$346K
2
+$256K
3
+$241K
4
CSCO icon
Cisco
CSCO
+$230K
5
ABBV icon
AbbVie
ABBV
+$218K

Top Sells

1
+$433K
2
+$219K
3
+$186K
4
AAL icon
American Airlines Group
AAL
+$184K
5
UAL icon
United Airlines
UAL
+$160K

Sector Composition

1 Financials 16.69%
2 Consumer Discretionary 11.6%
3 Industrials 9.06%
4 Technology 8.38%
5 Healthcare 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.4K 0.06%
875,931
-366,897
52
$8.41K 0.04%
104,460
+33,907
53
$6.59K 0.03%
55,599
-14,071
54
$6.44K 0.03%
216,808
-101
55
$6.08K 0.03%
201,535
+390
56
$5.47K 0.03%
173,141
+42,247
57
$5.01K 0.02%
+84,997
58
$4.63K 0.02%
245,742
-4,770
59
$3.91K 0.02%
41,383
+183
60
$3.44K 0.02%
110,300
-410
61
$3.39K 0.02%
112,020
-51,605
62
$3.37K 0.02%
97,820
-3,868
63
$3.23K 0.02%
56,322
+49,891
64
$3.18K 0.02%
103,412
+207
65
$2.56K 0.01%
26,422
+12,001
66
$2.21K 0.01%
43,313
-521
67
$2.02K 0.01%
+25,090
68
$1.95K 0.01%
25,492
+1,366
69
$1.72K 0.01%
136,348
+20,561
70
$1.61K 0.01%
127,905
+82,238
71
$1.58K 0.01%
20,284
+10,510
72
$1.56K 0.01%
113,449
-26,025
73
$1.49K 0.01%
112,576
+7,435
74
$1.31K 0.01%
10,568
-97
75
$1.14K 0.01%
5,361
-2,473
1 2
3
4 5