ACA

Aspire Capital Advisors Portfolio holdings

AUM $426M
1-Year Est. Return 15.23%
This Quarter Est. Return
1 Year Est. Return
+15.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$362M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$7.3M
2
+$6.52M
3
+$2.23M
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$2.07M
5
IPKW icon
Invesco International BuyBack Achievers ETF
IPKW
+$1.31M

Top Sells

1
+$4.13M
2
+$4.05M
3
+$3.66M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.64M
5
SPSM icon
State Street 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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$203K 0.06%
+1,119
102
$135K 0.04%
12,482
+696
103
– –
-2,843
104
– –
-12,850
105
– –
-2,252
106
– –
-17,314
107
– –
-1,250
1 2 3 4
5