ACA

Aspire Capital Advisors Portfolio holdings

AUM $444M
1-Year Est. Return 16.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$335M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$9.79M
3
+$8.67M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$7.12M
5
GLD icon
SPDR Gold Trust
GLD
+$3.96M

Top Sells

1
+$12.4M
2
+$6.22M
3
+$5.01M
4
VIS icon
Vanguard Industrials ETF
VIS
+$4.79M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.93M

Sector Composition

1 Technology 7.51%
2 Consumer Discretionary 2.52%
3 Industrials 2.08%
4 Consumer Staples 1.35%
5 Financials 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2,716
102
– –
-1,977
103
– –
-1,000
1 2 3 4
5