ACC

Acorn Creek Capital Portfolio holdings

AUM $241M
1-Year Est. Return 14.99%
This Quarter Est. Return
1 Year Est. Return
+14.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$1.87M
2 +$1.6M
3 +$1.25M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.23M
5
GLD icon
SPDR Gold Trust
GLD
+$876K

Top Sells

1 +$1.48M
2 +$201K
3 +$165K
4
AMZN icon
Amazon
AMZN
+$106K
5
AVGO icon
Broadcom
AVGO
+$96.9K

Sector Composition

1 Technology 6.19%
2 Financials 2.05%
3 Healthcare 1.96%
4 Consumer Staples 1.81%
5 Consumer Discretionary 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,558