ACA
Aspire Capital Advisors Portfolio holdings
AUM
$362M
This Quarter Return
+1.81%
1 Year Return
+12.83%
3 Year Return
+55.66%
5 Year Return
–
10 Year Return
–
AUM
$306M
AUM Growth
+$306M
(+3%)
Cap. Flow
+$6.73M
Cap. Flow
% of AUM
2.2%
Top 10 Holdings %
Top 10 Hldgs %
60.96%
Holding
81
New
1
Increased
41
Reduced
22
Closed
10
Top Buys
| 1 |
Invesco S&P 500 Top 50 ETF
XLG
|
$2.77M |
| 2 |
Global X Artificial Intelligence & Technology ETF
AIQ
|
$1.53M |
| 3 |
NVIDIA
NVDA
|
$1.34M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$1.27M |
| 5 |
iShares Russell Top 200 Growth ETF
IWY
|
$843K |
Top Sells
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$4.61M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$1.44M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$1.31M |
| 4 |
IBM
IBM
|
$244K |
| 5 |
Intel
INTC
|
$234K |
Sector Composition
| 1 | Technology | 8.71% |
| 2 | Consumer Discretionary | 2.67% |
| 3 | Industrials | 2.34% |
| 4 | Consumer Staples | 1.22% |
| 5 | Communication Services | 0.81% |
