AFM

Aspetuck Financial Management Portfolio holdings

AUM $149M
1-Year Est. Return 27.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$793K
2
+$444K
3
+$334K
4
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$243K
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$178K

Top Sells

1
+$5.58M
2
+$758K
3
+$550K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$363K
5
PRU icon
Prudential Financial
PRU
+$289K

Sector Composition

1 Technology 25.99%
2 Financials 5.26%
3 Communication Services 4.35%
4 Energy 3.83%
5 Consumer Discretionary 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
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