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
$306M
AUM Growth
+$8.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$1.53M
3
+$1.27M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$843K
5
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$787K

Top Sells

1
+$4.61M
2
+$1.44M
3
+$1.31M
4
IBM icon
IBM
IBM
+$244K
5
INTC icon
Intel
INTC
+$234K

Sector Composition

1 Technology 8.71%
2 Consumer Discretionary 2.67%
3 Industrials 2.34%
4 Consumer Staples 1.22%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-5,305
77
– –
-91,414
78
– –
-1,712
79
– –
-2,844
80
– –
-4,882
81
– –
-767
1 2 3
4