AFM

Aspetuck Financial Management Portfolio holdings

AUM $146M
1-Year Est. Return 27.09%
This Quarter Est. Return
1 Year Est. Return
+27.09%
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 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
in Stake
Capital Flow
201
-437