ACA
Ackerman Capital Advisors Portfolio holdings
AUM
$431M
1-Year Return
9.96%
This Quarter Return
+3.78%
1 Year Return
+9.96%
3 Year Return
+26.53%
5 Year Return
+36.51%
10 Year Return
–
AUM
$20.5M
AUM Growth
+$1.73M
(+9.2%)
Cap. Flow
+$1.56M
Cap. Flow
% of AUM
7.62%
Top 10 Holdings %
Top 10 Hldgs %
56.81%
Holding
194
New
34
Increased
54
Reduced
38
Closed
36
Top Buys
| 1 |
Target
TGT
|
$346K |
| 2 |
Estee Lauder
EL
|
$256K |
| 3 |
Trane Technologies
TT
|
$241K |
| 4 |
Cisco
CSCO
|
$230K |
| 5 |
AbbVie
ABBV
|
$218K |
Top Sells
| 1 |
USG
Usg
USG
|
$433K |
| 2 |
HP
HPQ
|
$219K |
| 3 |
ETFC
E*Trade Financial Corporation
ETFC
|
$186K |
| 4 |
American Airlines Group
AAL
|
$184K |
| 5 |
United Airlines
UAL
|
$160K |
Sector Composition
| 1 | Financials | 16.69% |
| 2 | Consumer Discretionary | 11.6% |
| 3 | Industrials | 9.06% |
| 4 | Technology | 8.38% |
| 5 | Healthcare | 6.29% |
