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
$436M
AUM Growth
-$280K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$4.38M
2 +$3.22M
3 +$3.21M
4
LEO
BNY Mellon Strategic Municipals
LEO
+$1.44M
5
MVT icon
BlackRock MuniVest Fund II
MVT
+$1.21M

Sector Composition

1 Energy 0.87%
2 Technology 0.77%
3 Financials 0.62%
4 Communication Services 0.52%
5 Healthcare 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-16,470
127
-22,782
128
-11,367
129
-17,841
130
-19,526
131
-22,851