ACA
Ackerman Capital Advisors Portfolio holdings
AUM
$431M
1-Year Return
9.96%
This Quarter Return
+10.03%
1 Year Return
+9.96%
3 Year Return
+26.53%
5 Year Return
+36.51%
10 Year Return
–
AUM
$18.7M
AUM Growth
+$17.4M
(+1,353%)
Cap. Flow
-$1.32B
Cap. Flow
% of AUM
-7,049.26%
Top 10 Holdings %
Top 10 Hldgs %
58.86%
Holding
180
New
49
Increased
25
Reduced
66
Closed
20
Top Buys
| 1 |
White Mountains Insurance
WTM
|
$370K |
| 2 |
Pfizer
PFE
|
$212K |
| 3 |
MetLife
MET
|
$200K |
| 4 |
American Airlines Group
AAL
|
$184K |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$2.3K |
Top Sells
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$274M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$241M |
| 3 |
UnitedHealth
UNH
|
$153M |
| 4 |
Lockheed Martin
LMT
|
$78.3M |
| 5 |
Darden Restaurants
DRI
|
$48.2M |
Sector Composition
| 1 | Financials | 19.71% |
| 2 | Consumer Discretionary | 10.56% |
| 3 | Industrials | 9.71% |
| 4 | Healthcare | 5.55% |
| 5 | Technology | 5.33% |
