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
$257M
AUM Growth
-$81.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$34.6M
2
+$28M
3
+$20.6M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$10.1M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.85M

Top Sells

1
+$13.7M
2
+$8.84M
3
+$7.81M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$7.25M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$5.77M

Sector Composition

1 Financials 0.98%
2 Energy 0.65%
3 Healthcare 0.65%
4 Technology 0.59%
5 Communication Services 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
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