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
$393M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$2.35M
3
+$2M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$1.89M
5
EDC icon
Direxion Daily Emerging Markets Bull 3X Shares
EDC
+$1.79M

Top Sells

1
+$9.22M
2
+$4.13M
3
+$3.69M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.58M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.38M

Sector Composition

1 Energy 0.55%
2 Healthcare 0.5%
3 Technology 0.49%
4 Communication Services 0.45%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
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