{"id":818780,"date":"2025-02-26T18:18:58","date_gmt":"2025-02-26T23:18:58","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/awaim-announces-q125-acgm-total-portfolio-solutions-suite-trading-activity\/"},"modified":"2025-02-26T18:18:58","modified_gmt":"2025-02-26T23:18:58","slug":"awaim-announces-q125-acgm-total-portfolio-solutions-suite-trading-activity","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/awaim-announces-q125-acgm-total-portfolio-solutions-suite-trading-activity\/","title":{"rendered":"AWAIM\u00ae Announces Q1’25 ACGM Total Portfolio Solutions Suite\u2122 Trading Activity"},"content":{"rendered":"
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PR Newswire<\/p>\n<\/p><\/div>\n

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Sold VHCIX & VENAX, Bought VFLO<\/p>\n

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\n CENTURY CITY, Calif.<\/span>
\n <\/span>, Feb. 26, 2025<\/span><\/span> \/PRNewswire\/ — Aligne Wealth Advisors Investment Management (AWAIM) proactively manages risk and return opportunities as markets evolve. This forward-looking approach recently led to strategic portfolio adjustments within the ACGM Total Portfolio Solutions Suite\u2122. This suite comprises four tactical asset allocation separately managed account strategies ranging from Low Growth to Aggressive Growth.<\/p>\n

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\n \"AWAIM
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To capitalize on burgeoning market trends, AWAIM profitably sold two long-term holdings – the Vanguard Healthcare Index Fund (VHCIX) and the Vanguard Energy Index Fund (VENAX). The proceeds from these sales were reinvested into the Victoryshares Free Cash Flow ETF (VFLO).\u00a0<\/p>\n

“Our investment philosophy centers on a forward-looking approach that dynamically adapts to changing market conditions,” said Ivan Illan<\/span>, AIF, CFS, Founder & Chief Investment Officer. “The recent reallocation of assets from the Vanguard Healthcare and Energy Index Funds to the Victoryshares Free Cash Flow ETF is a prime example of this strategy in action. We are confident that this decision, made after extensive research and analysis, will ultimately benefit our clients by optimizing both risk and return within their respective portfolios across the ACGM Total Portfolio Solutions Suite\u2122.”<\/p>\n

This decision followed thorough due diligence and consultations with fund managers. VFLO’s focus on U.S. large-cap companies with high cash flow yields aligns with AWAIM’s current preference for lower-valuation stocks within the broader U.S. market.<\/p>\n

This reallocation reflects AWAIM’s commitment to dynamic portfolio management. The Investment Committee continuously monitors market conditions and adapts strategies to optimize portfolio risk and return. Key aspects of this reallocation include:<\/p>\n