ACA
Ackerman Capital Advisors Portfolio holdings
AUM
$431M
1-Year Return
9.96%
This Quarter Return
-4.35%
1 Year Return
+9.96%
3 Year Return
+26.53%
5 Year Return
+36.51%
10 Year Return
–
AUM
$425M
AUM Growth
-$11M
(-2.5%)
Cap. Flow
+$9.27M
Cap. Flow
% of AUM
2.18%
Top 10 Holdings %
Top 10 Hldgs %
61.76%
Holding
133
New
16
Increased
33
Reduced
36
Closed
17
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
$62.6M |
| 2 |
iShares Short-Term National Muni Bond ETF
SUB
|
$8.29M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$6.86M |
| 4 |
iShares Residential and Multisector Real Estate ETF
REZ
|
$5.22M |
| 5 |
Vanguard Value ETF
VTV
|
$3.43M |
Top Sells
Sector Composition
| 1 | Energy | 1.15% |
| 2 | Technology | 0.73% |
| 3 | Financials | 0.7% |
| 4 | Communication Services | 0.47% |
| 5 | Industrials | 0.31% |
