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
$426M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Sells

1 +$3.11M
2 +$449K
3 +$429K
4
NVDA icon
NVIDIA
NVDA
+$360K
5
VLU icon
State Street SPDR S&P 1500 Value Tilt ETF
VLU
+$349K

Sector Composition

1 Technology 8.15%
2 Consumer Discretionary 2.34%
3 Industrials 1.99%
4 Consumer Staples 1.01%
5 Communication Services 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IBIT icon
126
iShares Bitcoin Trust
IBIT
$74.5B
-3,572
HD icon
127
Home Depot
HD
$378B
-754