ACA

Ackerman Capital Advisors Portfolio holdings

AUM $431M
1-Year Est. Return 9.96%
This Quarter Est. Return
1 Year Est. Return
+9.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$427M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$6.25M
3
+$5.33M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.43M
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.76M

Top Sells

1
+$8.83M
2
+$7.95M
3
+$4.49M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.42M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.39M

Sector Composition

1 Energy 0.83%
2 Financials 0.64%
3 Technology 0.6%
4 Communication Services 0.55%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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130
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133
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-48,974
135
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137
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-20,466
138
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-57,037
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6