ACK
Andrew C. Karlinski Portfolio holdings
AUM
$66M
1-Year Return
13.05%
This Quarter Return
-12.11%
1 Year Return
-13.05%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$68.1M
AUM Growth
+$13M
(+24%)
Cap. Flow
+$20.4M
Cap. Flow
% of AUM
29.94%
Top 10 Holdings %
Top 10 Hldgs %
46.06%
Holding
391
New
23
Increased
58
Reduced
46
Closed
11
Top Buys
Top Sells
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$284K |
| 2 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$175K |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$148K |
| 4 |
Alphabet (Google) Class C
GOOG
|
$96.3K |
| 5 |
Apple
AAPL
|
$93.1K |
Sector Composition
| 1 | Technology | 2.24% |
| 2 | Consumer Discretionary | 1.24% |
| 3 | Industrials | 1.11% |
| 4 | Communication Services | 0.96% |
| 5 | Healthcare | 0.8% |
