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
$334M
AUM Growth
+$76.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$18.1M
3
+$7.82M
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$6.69M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$6.07M

Top Sells

1
+$20.6M
2
+$13.9M
3
+$10.5M
4
BND icon
Vanguard Total Bond Market
BND
+$7.52M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$7.33M

Sector Composition

1 Technology 0.86%
2 Financials 0.84%
3 Healthcare 0.83%
4 Energy 0.68%
5 Communication Services 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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