AC
Attessa Capital Portfolio holdings
AUM
$183M
1-Year Est. Return
18.3%
This Fund
S&P 500
1 Year Est. Return
+18.3%
AUM
$183M
AUM Growth
+$13.2M
(+7.8%)
Holding
34
Top Buys
| 1 | +$3.61M | |
| 2 | +$2.48M | |
| 3 | +$1.05M | |
| 4 |
Vanguard Total Bond Market
BND
|
+$1.02M |
| 5 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$840K |
Top Sells
| 1 | +$308K | |
| 2 | +$257K | |
| 3 | +$227K | |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$125K |
| 5 |
Schwab International Equity ETF
SCHF
|
+$115K |
Sector Composition
| 1 | Technology | 1.19% |
| 2 | Consumer Discretionary | 0.78% |
| 3 | Healthcare | 0.5% |
| 4 | Financials | 0.49% |
| 5 | Energy | 0.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Walmart Inc
WMT
$950B
| $336K | 0.18% |
3,019
+43
|
|
||
27
Abbott
ABT
$190B
| $327K | 0.18% |
2,610
|
|
||
28
S&P Global
SPGI
$160B
| $291K | 0.16% |
556
-15
|
|
||
29
Microsoft
MSFT
$3.2T
| $247K | 0.14% |
511
+85
|
|
||
30
iShares Gold Trust
IAU
$76.9B
| $236K | 0.13% |
2,905
-125
|
|
||
31
Vanguard FTSE All-World ex-US ETF
VEU
$57.2B
| $215K | 0.12% |
2,920
|
|
||
32
Global X MLP ETF
MLPA
$2.01B
| $204K | 0.11% |
4,212
-1,671
|
|
||
33
Amazon
AMZN
$2.56T
| – | – |
-1,402
|
|
||
34
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.6B
| – | – |
-2,798
|
|