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
426
$2.3K ﹤0.01%
+57
427
$2.28K ﹤0.01%
+16
428
$2.28K ﹤0.01%
+66
429
$2.23K ﹤0.01%
+30
430
$2.22K ﹤0.01%
+4
431
$2.16K ﹤0.01%
+51
432
$2.13K ﹤0.01%
+37
433
$2.1K ﹤0.01%
+100
434
$2.04K ﹤0.01%
+125
435
$2.02K ﹤0.01%
+7
436
$2.02K ﹤0.01%
+15
437
$2.02K ﹤0.01%
+29
438
$2K ﹤0.01%
+26
439
$1.99K ﹤0.01%
+19
440
$1.95K ﹤0.01%
+34
441
$1.95K ﹤0.01%
+16
442
$1.95K ﹤0.01%
+12
443
$1.91K ﹤0.01%
+150
444
$1.9K ﹤0.01%
+46
445
$1.85K ﹤0.01%
+54
446
$1.8K ﹤0.01%
+20
447
$1.79K ﹤0.01%
+20
448
$1.73K ﹤0.01%
+44
449
$1.7K ﹤0.01%
+3
450
$1.66K ﹤0.01%
+12
16 17
18
19 20