AA
ACT Advisors Portfolio holdings
AUM
$216M
This Quarter Return
+7.83%
1 Year Return
+15.88%
3 Year Return
+62.96%
5 Year Return
–
10 Year Return
–
AUM
$155M
AUM Growth
+$155M
(-1.3%)
Cap. Flow
-$7.83M
Cap. Flow
% of AUM
-5.05%
Top 10 Holdings %
Top 10 Hldgs %
92.31%
Holding
38
New
3
Increased
11
Reduced
14
Closed
10
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$22.7M |
| 2 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$15.4M |
| 3 |
Invesco Preferred ETF
PGX
|
$14.6M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$3.4M |
| 5 |
Dimensional US Core Equity Market ETF
DFAU
|
$3.28M |
Top Sells
Sector Composition
| 1 | Technology | 1.33% |
| 2 | Consumer Staples | 0.59% |
| 3 | Financials | 0.38% |
| 4 | Energy | 0.13% |
| 5 | Consumer Discretionary | 0% |
