ASPETUCK FINANCIAL MANAGEMENT LLC

ASPETUCK FINANCIAL MANAGEMENT LLC runs ASPETUCK FINANCIAL MANAGEMENT LLC and currently holds 74 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $145.96M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ASPETUCK FINANCIAL MANAGEMENT LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ASPETUCK FINANCIAL MANAGEMENT LLC's portfolio at ASPETUCK FINANCIAL MANAGEMENT LLC has delivered returns of +23.89%. Their 3-year annualized return is +18.17%. Looking at the 5-year horizon, ASPETUCK FINANCIAL MANAGEMENT LLC has achieved +18.17% annualized returns at ASPETUCK FINANCIAL MANAGEMENT LLC.