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
51
$736K 0.19%
3,364
52
$733K 0.19%
15,778
+6,274
53
$693K 0.18%
8,059
+1,547
54
$693K 0.18%
+59,362
55
$689K 0.18%
52,765
-26,278
56
$686K 0.17%
+33,489
57
$625K 0.16%
4,807
-3,073
58
$614K 0.16%
+72,349
59
$612K 0.16%
14,844
60
$609K 0.15%
+34,200
61
$541K 0.14%
2,600
62
$538K 0.14%
58,581
-153
63
$510K 0.13%
52,038
+39,932
64
$504K 0.13%
4,600
65
$493K 0.13%
9,887
66
$476K 0.12%
+43,764
67
$454K 0.12%
32,500
+11,858
68
$446K 0.11%
8,393
69
$439K 0.11%
10,006
70
$435K 0.11%
32,011
+713
71
$431K 0.11%
+31,110
72
$428K 0.11%
7,355
-1,398
73
$425K 0.11%
29,544
-15,260
74
$417K 0.11%
17,267
75
$402K 0.1%
2,218
-1,400
1 2
3
4 5