Ackerman Asset Management, LLC

données du 30/09/2025

Capitalisation

$ 139.643 M 11.87 %

Période de détention moyenne

2 ans

Performance

$ 21.340 M 18.32 %

Capitalisation

Taille du portefeuille

Performance du portefeuille

Performance du portefeuille %

Performances par rapport au S&P 500 (%)

Entreprise dans Ackerman Asset Management, LLC

Date Symbol Nom Poids Capitalisation Nombre d'action 1er ajout Performance ($) Performance (%)
2025/09/30 IVV ISHARES TR 39.62% 55.325 M $ 82662 2025/03/31 4.014 M $ 7.80 %
2025/09/30 OEF ISHARES TR 21.19% 29.585 M $ 88886 2025/03/31 2.533 M $ 9.36 %
2025/09/30 SPY SPDR S&P 500 ETF TR 7.37% 10.297 M $ 15456 2025/03/31 768.833 K $ 7.82 %
2025/09/30 IWB ISHARES TR 5.75% 8.025 M $ 21958 2025/03/31 568.931 K $ 7.63 %
2025/09/30 QQQ INVESCO QQQ TR 5.03% 7.023 M $ 11697 2025/03/31 568.532 K $ 8.83 %
2025/09/30 JPST J P MORGAN EXCHANGE TRADED F 4.68% 6.538 M $ 128887 2025/03/31 6.819 K $ 0.10 %
2025/09/30 IWM ISHARES TR 3.64% 5.081 M $ 21000 2025/09/30 0.000 $ 0.00 %
2025/09/30 XLG INVESCO EXCHANGE TRADED FD T 3.33% 4.650 M $ 80835 2025/03/31 438.125 K $ 10.40 %
2025/09/30 SGOV ISHARES TR 2.19% 3.053 M $ 30316 2025/03/31 292.000 $ 0.01 %
2025/09/30 XLK SELECT SECTOR SPDR TR 1.01% 1.408 M $ 4996 2025/03/31 143.035 K $ 11.31 %
2025/09/30 AAPL APPLE INC 0.95% 1.324 M $ 5200 2025/03/31 257.192 K $ 24.11 %
2025/09/30 CBNK CAPITAL BANCORP INC MD 0.73% 1.026 M $ 32149 2025/03/31 -60.479 K $ -5.00 %
2025/09/30 VOO VANGUARD INDEX FDS 0.55% 774.048 K $ 1264 2025/03/31 56.058 K $ 7.81 %
2025/09/30 ITA ISHARES TR 0.54% 748.942 K $ 3579 2025/03/31 73.798 K $ 10.93 %
2025/09/30 ICSH ISHARES TR 0.44% 612.045 K $ 12060 2025/09/30 0.000 $ 0.00 %
2025/09/30 IWV ISHARES TR 0.37% 511.569 K $ 1350 2025/03/31 37.719 K $ 7.96 %
2025/09/30 IZRL ARK ETF TR 0.36% 504.504 K $ 17325 2025/03/31 33.783 K $ 7.18 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.28% 393.645 K $ 783 2025/03/31 13.287 K $ 3.49 %
2025/09/30 ISRA VANECK ETF TRUST 0.27% 371.301 K $ 6801 2025/03/31 18.838 K $ 5.34 %
2025/09/30 HD HOME DEPOT INC 0.22% 310.781 K $ 767 2025/03/31 29.567 K $ 10.51 %
2025/09/30 MAR MARRIOTT INTL INC NEW 0.22% 304.454 K $ 1169 2025/03/31 -14.928 K $ -4.67 %
2025/09/30 EWG ISHARES INC 0.21% 295.930 K $ 7112 2025/03/31 -4.978 K $ -1.65 %
2025/09/30 BMNR BITMINE IMMERSION TECNOLOGIE 0.20% 277.358 K $ 5341 2025/09/30 0.000 $ 0.00 %
2025/09/30 EWN ISHARES INC 0.19% 259.305 K $ 4470 2025/03/31 15.689 K $ 6.44 %
2025/09/30 FLGB FRANKLIN TEMPLETON ETF TR 0.18% 250.984 K $ 7768 2025/03/31 13.050 K $ 5.48 %
2025/09/30 UTF COHEN & STEERS INFRASTRUCTUR 0.17% 235.600 K $ 9500 2025/03/31 -20.424 K $ -7.98 %
2025/09/30 VTI VANGUARD INDEX FDS 0.17% 232.673 K $ 709 2025/03/31 17.719 K $ 7.98 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.16% 225.289 K $ 1235 2025/09/30 0.000 $ 0.00 %