AC
Attessa Capital Portfolio holdings
AUM
$156M
This Quarter Return
-1.29%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$147M
AUM Growth
–
Cap. Flow
+$147M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
77.65%
Holding
40
New
40
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$34.1M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$27.3M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$8.76M |
| 4 |
Vanguard Total Bond Market
BND
|
$8.66M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 1.06% |
| 2 | Technology | 1.05% |
| 3 | Financials | 0.55% |
| 4 | Healthcare | 0.53% |
| 5 | Industrials | 0.44% |
