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
826
$38K ﹤0.01%
+11,052
827
$33K ﹤0.01%
+13,956
828
$31K ﹤0.01%
+3,294
829
$30K ﹤0.01%
+12,609
830
$27K ﹤0.01%
+12,688
831
$12K ﹤0.01%
+20,000