ACA
Ackerman Capital Advisors Portfolio holdings
AUM
$431M
This Quarter Return
+5.4%
1 Year Return
+9.96%
3 Year Return
+26.53%
5 Year Return
+36.51%
10 Year Return
–
AUM
$359M
AUM Growth
+$359M
(+7.7%)
Cap. Flow
+$9.53M
Cap. Flow
% of AUM
2.65%
Top 10 Holdings %
Top 10 Hldgs %
64.42%
Holding
141
New
18
Increased
38
Reduced
20
Closed
17
Top Buys
Top Sells
| 1 |
Vanguard Total World Stock ETF
VT
|
$6.99M |
| 2 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
$3.4M |
| 3 |
Schwab US Large-Cap Value ETF
SCHV
|
$1.85M |
| 4 |
Vanguard Value ETF
VTV
|
$1.4M |
| 5 |
BlackRock MuniHoldings New Jersey Quality Fund
MUJ
|
$807K |
Sector Composition
| 1 | Technology | 0.79% |
| 2 | Healthcare | 0.78% |
| 3 | Financials | 0.76% |
| 4 | Communication Services | 0.53% |
| 5 | Consumer Discretionary | 0.5% |
