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
476
$471K 0.04%
+9,260
477
$469K 0.04%
+5,316
478
$469K 0.04%
+18,816
479
$468K 0.04%
+9,805
480
$466K 0.04%
+18,372
481
$465K 0.04%
+6,613
482
$463K 0.04%
+18,041
483
$461K 0.03%
+3,760
484
$461K 0.03%
+36,506
485
$456K 0.03%
+13,674
486
$456K 0.03%
+5,331
487
$455K 0.03%
+7,660
488
$453K 0.03%
+16,341
489
$451K 0.03%
+7,811
490
$451K 0.03%
+15,172
491
$448K 0.03%
+11,826
492
$447K 0.03%
+249,541
493
$445K 0.03%
+3,107
494
$443K 0.03%
+9,167
495
$440K 0.03%
+4,148
496
$436K 0.03%
+7,500
497
$435K 0.03%
+9,767
498
$431K 0.03%
+1,075
499
$423K 0.03%
+15,079
500
$423K 0.03%
+11,431
18 19
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