AA
ACT Advisors Portfolio holdings
AUM
$216M
This Quarter Return
+5.97%
1 Year Return
+15.88%
3 Year Return
+62.96%
5 Year Return
–
10 Year Return
–
AUM
$212M
AUM Growth
+$212M
(+10%)
Cap. Flow
+$13.4M
Cap. Flow
% of AUM
6.31%
Top 10 Holdings %
Top 10 Hldgs %
84.54%
Holding
58
New
10
Increased
22
Reduced
19
Closed
6
Top Buys
| 1 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$27M |
| 2 |
Invesco Preferred ETF
PGX
|
$17.4M |
| 3 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$16.5M |
| 4 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$16.3M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$3.06M |
Top Sells
Sector Composition
| 1 | Technology | 2.13% |
| 2 | Consumer Staples | 0.56% |
| 3 | Communication Services | 0.53% |
| 4 | Consumer Discretionary | 0.49% |
| 5 | Financials | 0.19% |
