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
$168M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.03%
2 Financials 0.95%
3 Industrials 0.73%
4 Healthcare 0.68%
5 Consumer Discretionary 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$17.4K 0.01%
45
202
$17.3K 0.01%
22
203
$17.2K 0.01%
130
204
$17.2K 0.01%
177
205
$16.9K 0.01%
153
+17
206
$16.8K 0.01%
31
207
$16.4K 0.01%
2,005
208
$16.1K 0.01%
71
-2
209
$16.1K 0.01%
764
+117
210
$16K 0.01%
420
211
$15.7K 0.01%
35
212
$15.6K 0.01%
361
213
$15.5K 0.01%
202
+1
214
$15.1K 0.01%
131
215
$15K 0.01%
55
216
$14.9K 0.01%
109
+1
217
$14.8K 0.01%
70
+5
218
$14.7K 0.01%
5,735
219
$14.6K 0.01%
375
220
$14.5K 0.01%
538
221
$14.4K 0.01%
820
222
$14.2K 0.01%
420
223
$14.1K 0.01%
379
224
$14.1K 0.01%
113
+13
225
$14K 0.01%
329