ACA

Aspire Capital Advisors Portfolio holdings

AUM $362M
1-Year Est. Return 12.83%
This Quarter Est. Return
1 Year Est. Return
+12.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$350M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$1.83M
3
+$1.54M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.29M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.19M

Top Sells

1
+$4.86M
2
+$587K
3
+$412K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$331K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$243K

Sector Composition

1 Technology 8.17%
2 Consumer Discretionary 2.97%
3 Industrials 2.16%
4 Consumer Staples 1.27%
5 Financials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$607K 0.17%
1,815
+66
52
$606K 0.17%
1,431
+28
53
$489K 0.14%
633
+160
54
$473K 0.14%
2,142
+5
55
$471K 0.13%
2,526
56
$446K 0.13%
+3,495
57
$418K 0.12%
3,180
58
$412K 0.12%
14,870
+26
59
$406K 0.12%
1,556
-158
60
$365K 0.1%
6,059
-109
61
$359K 0.1%
1,239
-79
62
$355K 0.1%
606
+59
63
$332K 0.1%
+4,395
64
$329K 0.09%
1,977
+121
65
$326K 0.09%
765
+2
66
$325K 0.09%
3,355
-235
67
$303K 0.09%
+960
68
$297K 0.09%
5,177
+83
69
$297K 0.09%
+3,701
70
$282K 0.08%
725
+31
71
$282K 0.08%
10,878
-8,000
72
$265K 0.08%
1,742
+52
73
$260K 0.07%
2,880
+237
74
$253K 0.07%
3,344
+98
75
$251K 0.07%
1,320
-93
1 2
3
4