AP
Aspect Partners Portfolio holdings
AUM
$203M
1-Year Return
14.92%
This Quarter Return
+7.59%
1 Year Return
+14.92%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$178M
AUM Growth
+$10.2M
(+6.1%)
Cap. Flow
-$501K
Cap. Flow
% of AUM
-0.28%
Top 10 Holdings %
Top 10 Hldgs %
60.3%
Holding
594
New
25
Increased
123
Reduced
73
Closed
39
Top Buys
| 1 |
iShares US Real Estate ETF
IYR
|
$9.67M |
| 2 |
SPDR Gold Trust
GLD
|
$9.42M |
| 3 |
Return Stacked Global Stocks & Bonds ETF
RSSB
|
$3.3M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.51M |
| 5 |
iShares Core International Aggregate Bond Fund
IAGG
|
$1.22M |
Top Sells
Sector Composition
| 1 | Technology | 2.25% |
| 2 | Financials | 1% |
| 3 | Industrials | 0.74% |
| 4 | Healthcare | 0.68% |
| 5 | Consumer Discretionary | 0.66% |
