ACK
Andrew C. Karlinski Portfolio holdings
AUM
$66M
This Quarter Return
+8.8%
1 Year Return
-13.05%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$54.6M
AUM Growth
–
Cap. Flow
+$54.6M
Cap. Flow
% of AUM
99.97%
Top 10 Holdings %
Top 10 Hldgs %
52.38%
Holding
272
New
271
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$6.67M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$4.55M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$3.01M |
| 4 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$2.88M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$2.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.53% |
| 2 | Communication Services | 1.86% |
| 3 | Consumer Discretionary | 1.77% |
| 4 | Healthcare | 0.7% |
| 5 | Consumer Staples | 0.68% |
