ACA

Ackerman Capital Advisors Portfolio holdings

AUM $498M
1-Year Est. Return 14.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$18.7M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.4M
3
+$1.36M
4
MYI icon
BlackRock MuniYield Quality Fund III
MYI
+$1.32M
5
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$1.13M

Top Sells

1
+$264M
2
+$232M
3
+$158M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$103M
5
MCD icon
McDonald's
MCD
+$96.1M

Sector Composition

1 Financials 19.71%
2 Consumer Discretionary 10.56%
3 Industrials 9.71%
4 Healthcare 5.55%
5 Technology 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.1K 0.01%
12,892
77
$1.09K 0.01%
+87,883
78
$1.09K 0.01%
7,792
+3
79
$1.07K 0.01%
12,040
80
$1.02K 0.01%
3,598
+10
81
$967 0.01%
+74,653
82
$963 0.01%
+122,023
83
$939 0.01%
+67,332
84
$936 0.01%
35,777
-459
85
$924 ﹤0.01%
+65,613
86
$911 ﹤0.01%
52,296
-1,296
87
$909 ﹤0.01%
35,056
+148
88
$868 ﹤0.01%
+96,335
89
$843 ﹤0.01%
+65,332
90
$835 ﹤0.01%
3,426
91
$780 ﹤0.01%
+9,774
92
$769 ﹤0.01%
17,535
93
$711 ﹤0.01%
14,665
-60
94
$707 ﹤0.01%
5,772
+14
95
$689 ﹤0.01%
48,731
+5,149
96
$684 ﹤0.01%
4,382
97
$682 ﹤0.01%
14,356
-10,016
98
$668 ﹤0.01%
67,272
-2,592
99
$649 ﹤0.01%
+46,999
100
$617 ﹤0.01%
54,750
+930
2 3
4
5 6