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
$192M
AUM Growth
+$9.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Sells

1 +$28.8M
2 +$16.3M
3 +$16.2M
4
MMIN icon
IQ MacKay Municipal Insured ETF
MMIN
+$9.93M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$569K

Sector Composition

1 Technology 2.16%
2 Communication Services 0.58%
3 Consumer Staples 0.44%
4 Consumer Discretionary 0.29%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-5,860
52
-408,507
53
-704
54
-1,373,724
55
-54,977