ACC
Acorn Creek Capital Portfolio holdings
AUM
$241M
1-Year Est. Return
14.99%
1 Year Est. Return
+14.99%
AUM
$200M
AUM Growth
+$5.71M
(+2.9%)
Holding
80
Top Buys
| 1 | +$5.02M | |
| 2 | +$1.01M | |
| 3 | +$854K | |
| 4 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$575K |
| 5 |
SPDR Gold Trust
GLD
|
+$564K |
Top Sells
| 1 | +$428K | |
| 2 | +$321K | |
| 3 | +$265K | |
| 4 |
iShares Russell 1000 ETF
IWB
|
+$243K |
| 5 |
Broadcom
AVGO
|
+$214K |
Sector Composition
| 1 | Technology | 4.95% |
| 2 | Financials | 2.91% |
| 3 | Communication Services | 1.63% |
| 4 | Consumer Staples | 1.55% |
| 5 | Consumer Discretionary | 1.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Coca-Cola
KO
$300B
| $204K | 0.1% |
+2,853
|
|
||
77
UnitedHealth
UNH
$328B
| $203K | 0.1% |
388
-156
|
|
||
78
Hallador Energy
HNRG
$887M
| $123K | 0.06% |
10,000
|
|
||
79
Avantis International Equity ETF
AVDE
$9.68B
| – | – |
-4,314
|
|
||
|
80
iShares Russell 1000 ETF
IWB
$45.6B
| – | – |
-754
|
|