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
$335M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.63M
3
+$1.35M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.06M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.06M

Top Sells

1
+$239K
2
+$176K
3
+$171K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$149K
5
META icon
Meta Platforms (Facebook)
META
+$125K

Sector Composition

1 Technology 8.16%
2 Consumer Discretionary 2.63%
3 Industrials 2.16%
4 Consumer Staples 1.24%
5 Financials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$214K 0.06%
2,229
-33
77
$213K 0.06%
+2,643
78
$210K 0.06%
+4,341
79
$138K 0.04%
13,076
+709
80
– –
-1,677
1 2 3
4