ACA
Ackerman Capital Advisors Portfolio holdings
AUM
$431M
This Quarter Return
+4.39%
1 Year Return
+9.96%
3 Year Return
+26.53%
5 Year Return
+36.51%
10 Year Return
–
AUM
$427M
AUM Growth
+$427M
(+3.8%)
Cap. Flow
-$3.28M
Cap. Flow
% of AUM
-0.77%
Top 10 Holdings %
Top 10 Hldgs %
63.13%
Holding
138
New
12
Increased
27
Reduced
49
Closed
17
Top Buys
Top Sells
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$8.83M |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$7.95M |
| 3 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$4.49M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$2.42M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
$2.39M |
Sector Composition
| 1 | Energy | 0.83% |
| 2 | Financials | 0.64% |
| 3 | Technology | 0.6% |
| 4 | Communication Services | 0.55% |
| 5 | Healthcare | 0.48% |
