AA

ACT Advisors Portfolio holdings

AUM $248M
1-Year Est. Return 16.81%
This Quarter Est. Return
1 Year Est. Return
+16.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$5.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$3.59M
3
+$660K
4
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$547K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$214K

Top Sells

1
+$15.3M
2
+$295K
3
+$132K
4
LOW icon
Lowe's Companies
LOW
+$38.9K
5
SMMV icon
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
+$23.2K

Sector Composition

1 Technology 1.63%
2 Consumer Staples 1.01%
3 Consumer Discretionary 0.97%
4 Healthcare 0.73%
5 Communication Services 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$322K 0.24%
8,085
+37
27
$292K 0.22%
13,302
+3,158
28
$274K 0.21%
2,000
29
$266K 0.2%
2,695
30
$245K 0.19%
1,000
31
$240K 0.18%
753
32
$232K 0.18%
4,111
1
2