API

Advisor Partners II Portfolio holdings

AUM $2.49B
1-Year Est. Return 30.88%
This Quarter Est. Return
1 Year Est. Return
+30.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1 +$94.5M
2 +$65.2M
3 +$34.2M
4
UNH icon
UnitedHealth
UNH
+$23.1M
5
TSLA icon
Tesla
TSLA
+$20.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.07%
2 Healthcare 14.49%
3 Financials 13.64%
4 Consumer Discretionary 10.08%
5 Industrials 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$675K 0.05%
+15,427
377
$672K 0.05%
+7,881
378
$668K 0.05%
+2,026
379
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380
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381
$662K 0.05%
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382
$659K 0.05%
+4,028
383
$656K 0.05%
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384
$652K 0.05%
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385
$644K 0.05%
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386
$638K 0.05%
+5,857
387
$637K 0.05%
+25,799
388
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389
$636K 0.05%
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390
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391
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392
$633K 0.05%
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393
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394
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396
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398
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399
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$624K 0.05%
+17,571