AP

Advisor Partners Portfolio holdings

AUM $1.42B
1-Year Est. Return 3.97%
This Quarter Est. Return
1 Year Est. Return
-3.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1 +$580K
2 +$319K
3 +$309K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$279K
5
CVX icon
Chevron
CVX
+$272K

Top Sells

1 +$422K
2 +$91.1K
3 +$70.8K
4
EBAY icon
eBay
EBAY
+$24.5K
5
RIO icon
Rio Tinto
RIO
+$17.3K

Sector Composition

1 Financials 17.57%
2 Healthcare 15.86%
3 Technology 13.11%
4 Industrials 10.48%
5 Energy 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$218K 0.13%
+3,094
227
$218K 0.13%
+3,893
228
$217K 0.12%
+4,638
229
$217K 0.12%
+4,491
230
$217K 0.12%
+8,354
231
$217K 0.12%
+8,189
232
$216K 0.12%
+451
233
$216K 0.12%
+10,291
234
$214K 0.12%
+1,661
235
$213K 0.12%
2,666
-154
236
$211K 0.12%
+2,837
237
$210K 0.12%
+3,078
238
$209K 0.12%
+5,760
239
$208K 0.12%
+3,901
240
$207K 0.12%
17,599
+45
241
$207K 0.12%
+2,367
242
$205K 0.12%
+3,620
243
$205K 0.12%
1,361
+74
244
$205K 0.12%
+3,308
245
$204K 0.12%
+3,146
246
$204K 0.12%
+2,898
247
$203K 0.12%
+2,446
248
$201K 0.12%
+2,918
249
$201K 0.12%
+3,964
250
$199K 0.11%
7,797
+536