AGP
Aspire Growth Partners Portfolio holdings
AUM
$146M
1-Year Est. Return
22.8%
This Fund
S&P 500
1 Year Est. Return
+22.8%
AUM
$146M
AUM Growth
+$2.14M
(+1.5%)
Holding
128
Top Buys
| 1 | +$1.35M | |
| 2 | +$1.3M | |
| 3 | +$826K | |
| 4 |
Invesco NASDAQ 100 ETF
QQQM
|
+$718K |
| 5 |
Zoetis
ZTS
|
+$567K |
Top Sells
| 1 | +$617K | |
| 2 | +$272K | |
| 3 | +$267K | |
| 4 |
Qualcomm
QCOM
|
+$236K |
| 5 |
Fidelity National Information Services
FIS
|
+$234K |
Sector Composition
| 1 | Technology | 15.93% |
| 2 | Industrials | 6.08% |
| 3 | Financials | 5.11% |
| 4 | Energy | 5.03% |
| 5 | Consumer Discretionary | 5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Medtronic
MDT
$107B
| – | – |
-6,423
|
|
||
|
127
Qualcomm
QCOM
$159B
| – | – |
-1,378
|
|
||
128
S&P Global
SPGI
$129B
| – | – |
-415
|
|