AA
ACT Advisors Portfolio holdings
AUM
$254M
1-Year Est. Return
17.84%
1 Year Est. Return
+17.84%
AUM
$248M
AUM Growth
+$31.5M
(+15%)
Holding
79
Top Buys
| 1 | +$22.3M | |
| 2 | +$18.7M | |
| 3 | +$11.9M | |
| 4 |
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
|
+$8.4M |
| 5 |
Dimensional US Core Equity Market ETF
DFAU
|
+$1.51M |
Top Sells
| 1 | +$21.1M | |
| 2 | +$7.49M | |
| 3 | +$7.29M | |
| 4 |
Invesco NASDAQ 100 ETF
QQQM
|
+$4.58M |
| 5 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$3.34M |
Sector Composition
| 1 | Technology | 3.14% |
| 2 | Communication Services | 0.83% |
| 3 | Consumer Discretionary | 0.64% |
| 4 | Consumer Staples | 0.59% |
| 5 | Financials | 0.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
State Street Blackstone Senior Loan ETF
SRLN
$6.59B
| – | – |
-180,087
|
|
||
77
Invesco S&P 500 Quality ETF
SPHQ
$15.5B
| – | – |
-295,834
|
|
||
78
Costco
COST
$428B
| – | – |
-210
|
|
||
79
Acurx Pharmaceuticals
ACXP
$6.22M
| – | – |
-2,298
|
|