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
776
$172K 0.01%
+12,569
777
$170K 0.01%
+11,392
778
$167K 0.01%
+29,034
779
$165K 0.01%
+10,000
780
$165K 0.01%
+14,865
781
$161K 0.01%
+14,800
782
$161K 0.01%
+12,319
783
$161K 0.01%
+48,663
784
$159K 0.01%
+11,538
785
$154K 0.01%
+15,639
786
$154K 0.01%
+19,147
787
$153K 0.01%
+54,175
788
$153K 0.01%
+23,802
789
$150K 0.01%
+11,117
790
$149K 0.01%
+24,335
791
$149K 0.01%
+18,717
792
$148K 0.01%
+39,055
793
$146K 0.01%
+45,016
794
$143K 0.01%
+11,721
795
$137K 0.01%
+11,786
796
$132K 0.01%
+10,184
797
$132K 0.01%
+11,707
798
$126K 0.01%
+18,740
799
$126K 0.01%
+16,653
800
$122K 0.01%
+10,456
30 31
32
33 34