AA

Ascent Advisors Portfolio holdings

AUM $519K
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$519K
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

1 +$283K
2 +$234K

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SCHF icon
1
Schwab International Equity ETF
SCHF
$61.3B
$286K 55.13%
+11,910
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$140B
$233K 44.87%
+2,333