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
$236M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$22.1M
3
+$12.5M
4
BND icon
Vanguard Total Bond Market
BND
+$12.5M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$12.4M

Top Sells

No sells this quarter

Sector Composition

1 Energy 2.29%
2 Financials 1.05%
3 Healthcare 0.81%
4 Consumer Staples 0.78%
5 Industrials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$202K 0.09%
+3,666
77
$124K 0.05%
+10,420
78
$115K 0.05%
+10,020
79
$61K 0.03%
+10,000
1 2 3
4