AA
ACT Advisors Portfolio holdings
AUM
$216M
This Quarter Return
+5.94%
1 Year Return
+15.88%
3 Year Return
+62.96%
5 Year Return
–
10 Year Return
–
AUM
$151M
AUM Growth
+$151M
(-2.4%)
Cap. Flow
-$12.7M
Cap. Flow
% of AUM
-8.36%
Top 10 Holdings %
Top 10 Hldgs %
93.01%
Holding
31
New
3
Increased
6
Reduced
16
Closed
3
Top Buys
Top Sells
| 1 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$15.4M |
| 2 |
Invesco Preferred ETF
PGX
|
$14.6M |
| 3 |
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
|
$10.6M |
| 4 |
Invesco QQQ Trust
QQQ
|
$1.39M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$1.08M |
Sector Composition
| 1 | Technology | 0.93% |
| 2 | Consumer Staples | 0.54% |
| 3 | Financials | 0.42% |
| 4 | Energy | 0% |
