ACA
Ackerman Capital Advisors Portfolio holdings
AUM
$431M
1-Year Return
9.96%
This Quarter Return
+6.44%
1 Year Return
+9.96%
3 Year Return
+26.53%
5 Year Return
+36.51%
10 Year Return
–
AUM
$372M
AUM Growth
+$20.5M
(+5.8%)
Cap. Flow
-$3.93M
Cap. Flow
% of AUM
-1.06%
Top 10 Holdings %
Top 10 Hldgs %
59.27%
Holding
120
New
22
Increased
17
Reduced
41
Closed
12
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
$91.9M |
| 2 |
iShares MSCI Intl Value Factor ETF
IVLU
|
$11.8M |
| 3 |
Schwab Emerging Markets Equity ETF
SCHE
|
$6.18M |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$4.6M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$2.87M |
Top Sells
Sector Composition
| 1 | Energy | 1.42% |
| 2 | Financials | 0.68% |
| 3 | Technology | 0.58% |
| 4 | Communication Services | 0.35% |
| 5 | Healthcare | 0.31% |
