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Home > Institutional Investor > Acima Private Wealth, Llc > Profile

Instuitional Investor - Acima Private Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Acima Private Wealth, Llc
Portfolio Value $256,126,990
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 39,742 $18,981,971 7.41%
2.
Ishares Trust
 IEF 51,350 $14,231,653 5.55%
3.
Goldman Sachs Activebeta Us Lgcp Eq Etf
 131,207 $12,308,529 4.8%
4.
Invesco Total Return Bond Etf
 242,272 $11,444,929 4.46%
5.
Pimco Etf Trust
 123,486 $11,416,281 4.45%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)