ACA
Ackerman Capital Advisors Portfolio holdings
AUM
$431M
1-Year Return
9.96%
This Quarter Return
+12.6%
1 Year Return
+9.96%
3 Year Return
+26.53%
5 Year Return
+36.51%
10 Year Return
–
AUM
$334M
AUM Growth
+$76.8M
(+30%)
Cap. Flow
+$44M
Cap. Flow
% of AUM
13.19%
Top 10 Holdings %
Top 10 Hldgs %
61.64%
Holding
143
New
52
Increased
23
Reduced
25
Closed
20
Top Buys
Top Sells
| 1 |
Vanguard Total World Stock ETF
VT
|
$20.6M |
| 2 |
Vanguard Value ETF
VTV
|
$13.9M |
| 3 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$10.5M |
| 4 |
Vanguard Total Bond Market
BND
|
$7.52M |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$7.33M |
Sector Composition
| 1 | Technology | 0.86% |
| 2 | Financials | 0.84% |
| 3 | Healthcare | 0.83% |
| 4 | Energy | 0.68% |
| 5 | Communication Services | 0.59% |
