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
$128M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$14.7M
2 +$9.22M
3 +$5.85M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.82M
5
MO icon
Altria Group
MO
+$5.53M

Top Sells

No sells this quarter

Sector Composition

1 Technology 28.44%
2 Financials 5.55%
3 Communication Services 4.8%
4 Consumer Discretionary 3.34%
5 Energy 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$2 ﹤0.01%
+2