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AV

Aspiring Ventures Portfolio holdings

AUM $302M
1-Year Est. Return 36.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$42.6M
2
+$4.92M
3
+$4.31M
4
MSTR icon
Strategy Inc
MSTR
+$2.95M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$389K

Top Sells

1
+$377K
2
+$341K
3
+$315K
4
PL icon
Planet Labs
PL
+$289K
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$144K

Sector Composition

1 Consumer Discretionary 55.86%
2 Technology 23.51%
3 Communication Services 3.92%
4 Industrials 2.28%
5 Consumer Staples 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LMND icon
51
Lemonade
LMND
$4.42B
$328K 0.11%
5,236
+177
VUG icon
52
Vanguard Growth ETF
VUG
$221B
$303K 0.1%
4,158
JPM icon
53
JPMorgan Chase
JPM
$859B
$296K 0.1%
1,007
+204
NFLX icon
54
Netflix
NFLX
$338B
$294K 0.1%
3,060
+260
RKLB icon
55
Rocket Lab Corp
RKLB
$64B
$293K 0.1%
4,564
+144
SCHC icon
56
Schwab International Small-Cap Equity ETF
SCHC
$5.48B
$289K 0.1%
6,193
XOM icon
57
Exxon Mobil
XOM
$609B
$284K 0.09%
+1,674
WMT icon
58
Walmart Inc
WMT
$963B
$281K 0.09%
2,261
+322
QLD icon
59
ProShares Ultra QQQ
QLD
$13.8B
$276K 0.09%
4,532
+1
HD icon
60
Home Depot
HD
$327B
$276K 0.09%
839
+79
CFBK icon
61
CF Bankshares
CFBK
$203M
$275K 0.09%
9,850
VLUE icon
62
iShares MSCI USA Value Factor ETF
VLUE
$14.3B
$263K 0.09%
+1,848
FBTC icon
63
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.8B
$252K 0.08%
+4,265
QUAL icon
64
iShares MSCI USA Quality Factor ETF
QUAL
$46.3B
$238K 0.08%
+1,240
VEU icon
65
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
$233K 0.08%
3,100
SCHA icon
66
Schwab U.S Small- Cap ETF
SCHA
$23.4B
$232K 0.08%
7,984
-128
VIG icon
67
Vanguard Dividend Appreciation ETF
VIG
$109B
$227K 0.08%
1,057
-471
LLY icon
68
Eli Lilly
LLY
$1.01T
$226K 0.07%
246
-46
CRWD icon
69
CrowdStrike
CRWD
$174B
$225K 0.07%
577
TT icon
70
Trane Technologies
TT
$101B
$206K 0.07%
+495
CSCO icon
71
Cisco
CSCO
$477B
$201K 0.07%
+2,589
TSLL icon
72
Direxion Daily TSLA Bull 2X ETF
TSLL
$4.6B
$158K 0.05%
+13,000
JOBY icon
73
Joby Aviation
JOBY
$9B
$127K 0.04%
15,375
+2,000
HOOD icon
74
Robinhood
HOOD
$83.9B
$112K 0.04%
+1,614
ACHR icon
75
Archer Aviation
ACHR
$3.88B
$86K 0.03%
16,635
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3
4