ACK
Andrew C. Karlinski Portfolio holdings
AUM
$66M
1-Year Return
13.05%
This Quarter Return
-4.63%
1 Year Return
-13.05%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$66M
AUM Growth
-$2.14M
(-3.1%)
Cap. Flow
+$1M
Cap. Flow
% of AUM
1.52%
Top 10 Holdings %
Top 10 Hldgs %
48.23%
Holding
390
New
10
Increased
26
Reduced
88
Closed
128
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$3.45M |
| 2 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$1.63M |
| 3 |
IQ MacKay Municipal Intermediate ETF
MMIT
|
$1.59M |
| 4 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$1.57M |
| 5 |
IQ MacKay Municipal Insured ETF
MMIN
|
$1.55M |
Top Sells
Sector Composition
| 1 | Technology | 2.18% |
| 2 | Consumer Discretionary | 1.22% |
| 3 | Communication Services | 0.89% |
| 4 | Healthcare | 0.71% |
| 5 | Consumer Staples | 0.51% |
