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AA
ACT Advisors Portfolio holdings
AUM
$235M
1-Year Est. Return
18.62%
This Fund
S&P 500
1 Year Est. Return
+18.62%
AUM
$212M
AUM Growth
+$19.8M
(+10%)
Holding
58
Top Buys
| 1 | +$26.1M | |
| 2 | +$16.8M | |
| 3 | +$16.2M | |
| 4 |
State Street SPDR Bloomberg Convertible Securities ETF
CWB
|
+$15.6M |
| 5 |
Invesco Short Term Treasury ETF
TBLL
|
+$3.02M |
Top Sells
| 1 | +$30.6M | |
| 2 | +$27M | |
| 3 | +$16.3M | |
| 4 |
FT Vest US Equity Buffer & Premium Income ETF September
XISE
|
+$360K |
| 5 |
Innovator US Equity Ultra Buffer ETF April
UAPR
|
+$268K |
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% |