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
$359M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$6.64M
2
+$5.65M
3
+$2.94M
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$1.95M
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.44M

Top Sells

1
+$6.99M
2
+$3.4M
3
+$1.85M
4
VTV icon
Vanguard Value ETF
VTV
+$1.4M
5
MUJ icon
BlackRock MuniHoldings New Jersey Quality Fund
MUJ
+$807K

Sector Composition

1 Technology 0.79%
2 Healthcare 0.78%
3 Financials 0.76%
4 Communication Services 0.53%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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