AA

ACT Advisors Portfolio holdings

AUM $254M
1-Year Est. Return 17.84%
This Quarter Est. Return
1 Year Est. Return
+17.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
+$5.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$8.49M
2 +$1.38M
3 +$768K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$458K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$308K

Sector Composition

1 Technology 3.14%
2 Communication Services 0.85%
3 Consumer Staples 0.6%
4 Consumer Discretionary 0.56%
5 Financials 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ANTX icon
76
AN2 Therapeutics
ANTX
$32.9M
-13,199
ANGL icon
77
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.19B
-285,636