First Ascent Asset Management LLC
First Ascent Asset Management LLC latest Q1_2021 13F filings reported $275,690,000 in market value on this 2021-04-23 report date . The portfolio quarterly return is 16.09%. This fund has 22 securities concentrations of 100% weights.
First Ascent Asset Management LLC largest holding is Vanguard S&P 500 ETF with weight of 13.78% and $37,993,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.
Portfolio Performance History
|FILE DATE||REPORT PERIOD||QTR YEAR||FILE TYPE||NOS. OF STOCKS||REPORTED VALUE||RETURN|