ATI

Act Two Investors Portfolio holdings

AUM $490M
1-Year Est. Return 11.74%
This Quarter Est. Return
1 Year Est. Return
+11.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
-$742K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$2.3M
2 +$1.21M
3 +$1.12M
4
MSFT icon
Microsoft
MSFT
+$505K
5
AMZN icon
Amazon
AMZN
+$372K

Top Sells

1 +$2.33M
2 +$1.38M
3 +$247K
4
JPM icon
JPMorgan Chase
JPM
+$30.7K
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$13.3K

Sector Composition

1 Technology 33.92%
2 Communication Services 19.62%
3 Consumer Discretionary 13.46%
4 Industrials 12.72%
5 Financials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-4,109
27
-21,482
28
-3,180