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
$412M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$4.89M
3
+$4.88M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.38M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$3.62M

Top Sells

1
+$12M
2
+$3.95M
3
+$3.01M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.24M
5
IMTM icon
iShares MSCI Intl Momentum Factor ETF
IMTM
+$1.88M

Sector Composition

1 Energy 0.84%
2 Financials 0.83%
3 Technology 0.66%
4 Communication Services 0.55%
5 Healthcare 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$99K 0.02%
10,125
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