ACA
Aspire Capital Advisors Portfolio holdings
AUM
$362M
This Quarter Return
+8.65%
1 Year Return
+12.83%
3 Year Return
+55.66%
5 Year Return
–
10 Year Return
–
AUM
$362M
AUM Growth
+$362M
(+8.1%)
Cap. Flow
+$2.6M
Cap. Flow
% of AUM
0.72%
Top 10 Holdings %
Top 10 Hldgs %
55.52%
Holding
107
New
16
Increased
33
Reduced
48
Closed
5
Top Buys
Top Sells
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
$4.13M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$4.05M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$3.66M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$3.64M |
| 5 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$2.16M |
Sector Composition
| 1 | Technology | 8.8% |
| 2 | Consumer Discretionary | 2.46% |
| 3 | Industrials | 1.88% |
| 4 | Consumer Staples | 1.27% |
| 5 | Communication Services | 0.89% |
