ACA

Ackerman Capital Advisors Portfolio holdings

AUM $478M
1-Year Est. Return 10.4%
This Quarter Est. Return
1 Year Est. Return
+10.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$379M
AUM Growth
-$2.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$698K
2
+$681K
3
+$458K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$446K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$368K

Top Sells

1
+$2.46M
2
+$831K
3
+$647K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$610K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$546K

Sector Composition

1 Energy 1.35%
2 Financials 1.22%
3 Technology 0.87%
4 Communication Services 0.62%
5 Healthcare 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$139K 0.04%
13,588
-499
102
$131K 0.03%
14,982
-32,490
103
$122K 0.03%
+13,750
104
$118K 0.03%
+11,810
105
$108K 0.03%
+20,332
106
$107K 0.03%
+15,242
107
$96.9K 0.03%
+10,211
108
$67.3K 0.02%
34,500
109
$42.9K 0.01%
12,627
1 2 3 4
5