Ownership history in Aspect Partners, LLC Β· 8 quarters on record
This page tracks every 13F SEC filing in which Aspect Partners, LLC reported a position in CAMBRIA FOREIGN SHAREHOLDER YIELD ETF (FYLD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Aspect Partners, LLC outperformed the S&P 500 by +1.8% annually on this FYLD position. Timing score: 83% (5/6 decisions correct). Average cost basis: $26.56. Maximum drawdown during holding period: β8.0%.
β
Outperformed SPY on this position by 1.8% ann.
6 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
5 of 6 add/trim decisions correct
Best entry: $24.15 (2024 Q4) Β· Worst: $32.49 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 0 trims. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Aspect Partners, LLC has been actively increasing its FYLD allocation β a bullish signal from insiders.
Currently 1.77% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size