ACA
Ackerman Capital Advisors Portfolio holdings
AUM
$431M
1-Year Return
9.96%
This Quarter Return
-0.01%
1 Year Return
+9.96%
3 Year Return
+26.53%
5 Year Return
+36.51%
10 Year Return
–
AUM
$290M
AUM Growth
+$269M
(+1,316%)
Cap. Flow
+$2.94M
Cap. Flow
% of AUM
1.02%
Top 10 Holdings %
Top 10 Hldgs %
57.54%
Holding
174
New
16
Increased
46
Reduced
47
Closed
32
Top Buys
| 1 |
iShares Gold Trust
IAU
|
$7.15M |
| 2 |
Vanguard Total World Stock ETF
VT
|
$1.16M |
| 3 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
$969K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$740K |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$681K |
Top Sells
Sector Composition
| 1 | Financials | 1.94% |
| 2 | Energy | 1.76% |
| 3 | Technology | 1.4% |
| 4 | Consumer Discretionary | 1.32% |
| 5 | Healthcare | 1.11% |
