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AA

ACT Advisors Portfolio holdings

AUM $235M
1-Year Est. Return 18.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$19.7M
3
+$16.5M
4
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$15.9M
5
PGX icon
Invesco Preferred ETF
PGX
+$15.9M

Top Sells

1
+$26.5M
2
+$21.3M
3
+$16.1M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$15.9M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$15.8M

Sector Composition

1 Technology 1.57%
2 Communication Services 0.47%
3 Consumer Staples 0.43%
4 Consumer Discretionary 0.23%
5 Financials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-18,968
52
– –
-10,312
53
– –
-22,257
54
– –
-15,653
55
– –
-64,609
1 2
3