GURUFOCUS.COM Guru List Institutional Investment Manager (13F) ACIMA PRIVATE WEALTH, LLC Stock Picks
ACIMA PRIVATE WEALTH, LLC
|ACIMA PRIVATE WEALTH, LLC|
|Last update 2022-05-02||239 Stocks (8 new)|
|Value $217.00 Mil||Turnover 9 %|
Top Holdings: GIGB(6.97%) IJH(4.26%) AAPL(3.45%) IVV(3.38%) EZU(3.03%)Portfolio Report
ACIMA PRIVATE WEALTH, LLC has disclosed 239 total holdings in their latest 13F filing with the SEC for the portfolio date of 2022-03-31. The current portfolio value is calculated to be $217.00 Mil. The turnover rate is 9%.
In ACIMA PRIVATE WEALTH, LLC's current portfolio as of 2022-03-31, the top 5 holdings are Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB), iShares Core S&P Mid-Cap ETF (IJH), Apple Inc (AAPL), iShares Core S&P 500 ETF (IVV), iShares MSCI EMU ETF (EZU), not including call and put options. ACIMA PRIVATE WEALTH, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for ACIMA PRIVATE WEALTH, LLC, as well as holding map, valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for ACIMA PRIVATE WEALTH, LLC, which include data from 13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for ACIMA PRIVATE WEALTH, LLC.
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