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
$175M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$26.5M
2 +$16.1M
3 +$15.9M
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$15.8M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.43M

Top Sells

1 +$31.1M
2 +$25.3M
3 +$15.6M
4
LPLA icon
LPL Financial
LPLA
+$689K
5
PDI icon
PIMCO Dynamic Income Fund
PDI
+$441K

Sector Composition

1 Technology 1.48%
2 Consumer Staples 0.46%
3 Communication Services 0.29%
4 Consumer Discretionary 0.19%
5 Financials 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-275,767