AC
Asio Capital Portfolio holdings
AUM
$600M
1-Year Return
16.45%
This Quarter Return
+6.73%
1 Year Return
+16.45%
3 Year Return
+83.31%
5 Year Return
+152.34%
10 Year Return
–
AUM
$192K
AUM Growth
–
Cap. Flow
+$192K
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
47.36%
Holding
188
New
186
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Atmos Energy
ATO
|
$55.9K |
| 2 |
Goldman Sachs Access Ultra Short Bond ETF
GSST
|
$5.64K |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$4.47K |
| 4 |
CVS Health
CVS
|
$3.83K |
| 5 |
Microsoft
MSFT
|
$3.79K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Utilities | 29.22% |
| 2 | Financials | 12.1% |
| 3 | Healthcare | 11.82% |
| 4 | Technology | 10.01% |
| 5 | Industrials | 6.77% |
