AA
ACT Advisors Portfolio holdings
AUM
$216M
This Quarter Return
+9.83%
1 Year Return
+15.88%
3 Year Return
+62.96%
5 Year Return
–
10 Year Return
–
AUM
$216M
AUM Growth
+$216M
(+17%)
Cap. Flow
+$20.5M
Cap. Flow
% of AUM
9.5%
Top 10 Holdings %
Top 10 Hldgs %
82.28%
Holding
71
New
14
Increased
25
Reduced
20
Closed
9
Top Buys
| 1 |
Avantis International Equity ETF
AVDE
|
$29.7M |
| 2 |
Invesco NASDAQ 100 ETF
QQQM
|
$29.1M |
| 3 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
$7.54M |
| 4 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$7.49M |
| 5 |
iShares Bitcoin Trust
IBIT
|
$290K |
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$26.5M |
| 2 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$7.84M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$7.76M |
| 4 |
SPDR Portfolio TIPS ETF
SPIP
|
$7.62M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$1.44M |
Sector Composition
| 1 | Technology | 2.78% |
| 2 | Communication Services | 0.83% |
| 3 | Consumer Staples | 0.75% |
| 4 | Consumer Discretionary | 0.64% |
| 5 | Financials | 0.43% |
