AAC
Acorn Advisory Capital Portfolio holdings
AUM
$75.8M
This Quarter Return
+4.6%
1 Year Return
-9.98%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$153M
AUM Growth
–
Cap. Flow
+$153M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
70.62%
Holding
44
New
44
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$38.5M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$18.1M |
| 3 |
Alibaba
BABA
|
$9.71M |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
$8.55M |
| 5 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$7.44M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 10.36% |
| 2 | Communication Services | 5.81% |
| 3 | Financials | 3.07% |
| 4 | Real Estate | 2.21% |
| 5 | Energy | 2.2% |
