06/30/2022
Top Buys (13F)
- Name% Change
- SPYG SSgA SPDR S&P 500 G... 9.31%
- VYM Vanguard High Divid... 7.12%
- VCSH Vanguard Short-Term... 4.03%
- HYD VanEck High Yield M... 3.8%
- PMAY Innovator S&P 500 P... 3.48%
06/30/2022
Top Sells (13F)
- Name% Change
- SHY iShares 1-3 Year Tr... 13.86%
- BSEP Innovator U.S. Equi... 3.65%
- BDEC Innovator S&P 500 B... 3.55%
- VNQ VANGUARD REAL ESTAT... 3.27%
- BNDX Vanguard Total Inte... 3.18%
06/30/2022
13F Holdings Summary
- Stock% Port
- VCSH Vanguard Short-Term Corpora... 14.56%
- VGSH Vanguard Short-Term Treasur... 12.18%
- SPYG SSgA SPDR S&P 500 Growth ETF 10.17%
- VYM Vanguard High Dividend Yiel... 9.77%
- HYD VanEck High Yield Muni ETF- 6.78%
06/30/2022
13F Activity
- Market Value $128.667 Million
- Prior Market Value $133.997 Million
- New Purchases6 stocks
- Additional Purchases12 stocks
- Sold out of20 stocks
- Reduced holdings in8 stocks
- Top 10 Holdings % 73.95 %
- Turnover % [1]:96.30%
- Turnover Alt % [2]: 46.68 %
- Time Held Top20:0.70 quarters
- Time Held Top10:0.50 quarters
- Time Held All:1.37 quarters
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
06/30/2022
13F Sector Allocation Over Time
Fund Metrics
You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for ACUTE INVESTMENT ADVISORY, LLC
View Last Form Adv Compilation Report on Record
ACUTE INVESTMENT ADVISORY4856 EAST BASELINE ROAD SUITE 104
MESA AZ 85206
Country: United States
Business Phone: 480-620-6907
Fax: 800-537-4185
| SEC Registration as : | Large Advisory Firm |
| Form of Organization: | Limited Liability Company |
| Organized in: | AZ |
| Number of employees: | 3 |
| Other Business Activities: | |
| Advisor Fees/Compensation: | Percentage of assets under management,REFERRAL FEES |
| Amount of client funds and securities: | |
| Total Number of Clients: | 660 |
| Amount of client funds and securities by related persons: | |
| Total Number of clients from related persons: | |
| Disclosures: |
- HTTP://WWW.ACUTEWEALTHADVISORS.COM
- HTTPS://WWW.FACEBOOK.COM/ACUTEWEALTHADVISORS/
- HTTP://WWW.SUCCESSINTHENEWRETIREMENT.COM
Data above was derived from SEC filings.
