ACA
Ackerman Capital Advisors Portfolio holdings
AUM
$431M
1-Year Est. Return
9.96%
1 Year Est. Return
+9.96%
AUM
$379M
AUM Growth
-$2.79M
(-0.73%)
Holding
109
Top Buys
| 1 | +$698K | |
| 2 | +$681K | |
| 3 | +$458K | |
| 4 |
iShares Bitcoin Trust
IBIT
|
+$446K |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$368K |
Top Sells
| 1 | +$2.46M | |
| 2 | +$831K | |
| 3 | +$647K | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$610K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
EVN
101
Eaton Vance Municipal Income Trust
EVN
$438M
| $139K | 0.04% |
13,588
-499
|
|
||
102
Nuveen Municipal Value Fund
NUV
$1.88B
| $131K | 0.03% |
14,982
-32,490
|
|
||
|
PCQ
103
Pimco California Municipal Income Fund
PCQ
$167M
| $122K | 0.03% |
+13,750
|
|
||
104
BlackRock MuniHoldings Quality Fund II
MUE
$221M
| $118K | 0.03% |
+11,810
|
|
||
|
MFM
105
MFS Municipal Income Trust
MFM
$222M
| $108K | 0.03% |
+20,332
|
|
||
106
BlackRock MuniVest Fund
MVF
$404M
| $107K | 0.03% |
+15,242
|
|
||
107
Invesco Municipal Opportunity Trust
VMO
$648M
| $96.9K | 0.03% |
+10,211
|
|
||
108
Mangoceuticals
MGRX
$27.3M
| $67.3K | 0.02% |
34,500
|
|
||
109
BlackBoxStocks
BLBX
$40.8M
| $42.9K | 0.01% |
12,627
|
|