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
351
$4.26K ﹤0.01%
+500
352
$4.23K ﹤0.01%
+65
353
$4.09K ﹤0.01%
+31
354
$4.08K ﹤0.01%
+30
355
$4.05K ﹤0.01%
+34
356
$4.04K ﹤0.01%
+62
357
$3.97K ﹤0.01%
+1,871
358
$3.96K ﹤0.01%
+13
359
$3.96K ﹤0.01%
+73
360
$3.96K ﹤0.01%
+127
361
$3.95K ﹤0.01%
+66
362
$3.92K ﹤0.01%
+158
363
$3.88K ﹤0.01%
+62
364
$3.82K ﹤0.01%
+24
365
$3.8K ﹤0.01%
+74
366
$3.69K ﹤0.01%
+72
367
$3.62K ﹤0.01%
+11
368
$3.61K ﹤0.01%
+16
369
$3.59K ﹤0.01%
+330
370
$3.56K ﹤0.01%
+78
371
$3.54K ﹤0.01%
+14
372
$3.53K ﹤0.01%
+100
373
$3.51K ﹤0.01%
+86
374
$3.48K ﹤0.01%
+144
375
$3.44K ﹤0.01%
+70
13 14
15
16 17