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Home > Institutional Investor > Ackerman Asset Management, Llc > Profile

Instuitional Investor - Ackerman Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Ackerman Asset Management, Llc
Portfolio Value $124,822,165
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 82,937 $51,495,274 41.25%
2.
Ishares Trust
 IEF 88,918 $27,062,193 21.68%
3.
Spdr S & P 500 Etf Trust
 SPY 15,908 $9,828,958 7.87%
4.
Ishares Trust
 IEF 21,958 $7,456,278 5.97%
5.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 136,400 $6,912,752 5.54%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)