AP
Aspect Partners Portfolio holdings
AUM
$203M
1-Year Return
14.92%
This Quarter Return
+10.12%
1 Year Return
+14.92%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$155M
AUM Growth
–
Cap. Flow
+$155M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
63.96%
Holding
542
New
539
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$31.4M |
| 2 |
iShares US Real Estate ETF
IYR
|
$15.3M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$15.2M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$8.41M |
| 5 |
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% |
