ACA

Ackerman Capital Advisors Portfolio holdings

AUM $488M
1-Year Est. Return 14.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$386M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$9.11M
3
+$7.42M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$6.12M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$5.16M

Top Sells

1
+$9.7M
2
+$5.99M
3
+$5.36M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$4.82M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$3.63M

Sector Composition

1 Energy 1.28%
2 Technology 0.66%
3 Financials 0.61%
4 Communication Services 0.39%
5 Consumer Discretionary 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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