ACA

Ackerman Capital Advisors Portfolio holdings

AUM $498M
1-Year Est. Return 14.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$18.7M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.4M
3
+$1.36M
4
MYI icon
BlackRock MuniYield Quality Fund III
MYI
+$1.32M
5
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$1.13M

Top Sells

1
+$264M
2
+$232M
3
+$158M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$103M
5
MCD icon
McDonald's
MCD
+$96.1M

Sector Composition

1 Financials 19.71%
2 Consumer Discretionary 10.56%
3 Industrials 9.71%
4 Healthcare 5.55%
5 Technology 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$330 ﹤0.01%
+15,402
127
$330 ﹤0.01%
23,714
128
$310 ﹤0.01%
4,300
129
$306 ﹤0.01%
2,000
130
$304 ﹤0.01%
305
131
$293 ﹤0.01%
1,458
132
$284 ﹤0.01%
5,888
+28
133
$283 ﹤0.01%
6,135
+196
134
$281 ﹤0.01%
+7,149
135
$266 ﹤0.01%
+8,335
136
$265 ﹤0.01%
6,668
+153
137
$265 ﹤0.01%
1,525
138
$260 ﹤0.01%
1,931
+1
139
$260 ﹤0.01%
1,000
140
$259 ﹤0.01%
3,491
+9
141
$256 ﹤0.01%
6,776
142
$248 ﹤0.01%
+17,218
143
$246 ﹤0.01%
+6,890
144
$241 ﹤0.01%
+9,208
145
$239 ﹤0.01%
+21,726
146
$235 ﹤0.01%
+18,003
147
$219 ﹤0.01%
+5,489
148
$216 ﹤0.01%
+14,726
149
$205 ﹤0.01%
+2,300
150
$201 ﹤0.01%
+16,519
4 5
6
7 8