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ACM

Agincourt Capital Management Portfolio holdings

AUM $99.9M
1-Year Est. Return 7.36%
This Fund
S&P 500
This Quarter Est. Return
+0.86%
1 Year Est. Return
+7.36%
3 Year Est. Return
-0.36%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$107M
AUM Growth
+$1.27M
Cap. Flow
+$360K
Cap. Flow %
0.33%
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
3
Reduced
1
Closed
–

Top Buys

1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$430K
2
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$136K
3
USRT icon
iShares Core US REIT ETF
USRT
+$59.7K

Top Sells

1
VT icon
Vanguard Total World Stock ETF
VT
+$265K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VT icon
1
Vanguard Total World Stock ETF
VT
$78B
$58.3M 54.22%
517,455
-2,400
-0.5% -$265K
IAGG icon
2
iShares Core International Aggregate Bond Fund
IAGG
$10.7B
$22.6M 20.99%
451,985
+2,725
+0.6% +$136K
AGG icon
3
iShares Core US Aggregate Bond ETF
AGG
$138B
$15.9M 14.75%
163,285
+4,450
+3% +$430K
USRT icon
4
iShares Core US REIT ETF
USRT
$4.49B
$10.8M 10.04%
201,583
+1,150
+0.6% +$59.7K

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