Acorn Financial Advisory Services Inc has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $481 Million distributed in 207 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $66.2M, Vanguard Growth ETF with a value of $36.4M, Vanguard Small Cap ETF with a value of $34.9M, Vanguard Ftse Developed Market with a value of $35M, and Ishares Core U.S. Aggregate Bo with a value of $33.1M.

Examining the 13F form we can see an decrease of $50.8M in the current position value, from $532M to 481M.

Below you can find more details about Acorn Financial Advisory Services Inc portfolio as well as his latest detailed transactions.

Portfolio value $481 Million
ETFs: $353 Million
Technology: $55.6 Million
Consumer Cyclical: $24.8 Million
Communication Services: $11.6 Million
Healthcare: $10.7 Million
Financial Services: $10 Million
Industrials: $4.28 Million
Energy: $3.59 Million
Other: $6.73 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 207
  • Current Value $481 Million
  • Prior Value $532 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 08, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 18 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 131 stocks
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