AP

Aspect Partners Portfolio holdings

AUM $203M
1-Year Est. Return 14.92%
This Quarter Est. Return
1 Year Est. Return
+14.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$31.4M
2
+$15.3M
3
+$15.2M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.41M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$6.87M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.58%
2 Financials 0.94%
3 Industrials 0.77%
4 Healthcare 0.77%
5 Consumer Discretionary 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$8.13K 0.01%
+94
277
$8.13K 0.01%
+57
278
$8.04K 0.01%
+361
279
$8.03K 0.01%
+58
280
$7.99K 0.01%
+114
281
$7.88K 0.01%
+455
282
$7.8K 0.01%
+32
283
$7.75K 0.01%
+50
284
$7.74K 0.01%
+39
285
$7.73K 0.01%
+100
286
$7.7K 0.01%
+800
287
$7.53K ﹤0.01%
+67
288
$7.52K ﹤0.01%
+217
289
$7.39K ﹤0.01%
+120
290
$7.25K ﹤0.01%
+9
291
$7.17K ﹤0.01%
+59
292
$7.17K ﹤0.01%
+120
293
$7.09K ﹤0.01%
+2
294
$7.08K ﹤0.01%
+218
295
$7.03K ﹤0.01%
+121
296
$6.94K ﹤0.01%
+51
297
$6.91K ﹤0.01%
+36
298
$6.9K ﹤0.01%
+82
299
$6.84K ﹤0.01%
+561
300
$6.71K ﹤0.01%
+29
10 11
12
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