ACA
Aspire Capital Advisors Portfolio holdings
AUM
$362M
This Quarter Return
-15.13%
1 Year Return
+12.83%
3 Year Return
+55.66%
5 Year Return
–
10 Year Return
–
AUM
$132M
AUM Growth
+$132M
(+25%)
Cap. Flow
+$44.8M
Cap. Flow
% of AUM
33.95%
Top 10 Holdings %
Top 10 Hldgs %
66.55%
Holding
49
New
9
Increased
21
Reduced
12
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$16.2M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$8.71M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$5.28M |
| 4 |
Invesco S&P 500 Top 50 ETF
XLG
|
$4.32M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$4.3M |
Top Sells
Sector Composition
| 1 | Technology | 10.1% |
| 2 | Consumer Discretionary | 3.57% |
| 3 | Industrials | 2.33% |
| 4 | Financials | 0.98% |
| 5 | Consumer Staples | 0.85% |
