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Acertus Capital Management, LLC

Portfolio Profile

CIK: 0001542662 | Morristown, NJ

$149.0K
AUM
3
Positions
100%
Top 10 Conc.
100%
Top 25 Conc.

Top Holdings

#SecuritySharesValue% of Portfolio
1Spdr S&P 500 ETF TR(SPY)613,800$148.4K39.99%
2Ishares(AOM)9,905$3690.10%
3Ishares TR(IVV)994$2420.07%

Sector Allocation

Latest filing, equity positions only

Unclassified100% · $149.0K

Sector Rotation

Quarter-over-quarter weight changes

SectorPrev %Curr %Change
Unclassified100%100%0%

Cap Size Rotation

Quarter-over-quarter weight changes by market cap

Cap SizePrev %Curr %Change
Unclassified100%

AUM History

$196.1K | 3 pos.
$201.0K | 3 pos.
$181.2K | 3 pos.
$433.8K | 5 pos.
$392.4K | 5 pos.
$400.8K | 4 pos.
100%
0%
$397.9K | 4 pos.
$382.7K | 4 pos.
$376.5K | 5 pos.
$247.5K | 3 pos.
$383.5K | 3 pos.
$371.2K | 5 pos.
Q3
14
Q4
14
Q1
15
Q2
15
Q3
15
Q4
15
Q1
16
Q2
16
Q3
16
Q4
16
Q1
17
Q2
17

Recent Activity

Quarter-over-quarter position changes

2
New
0
Closed
0
Increased
3
Decreased
0
Unchanged