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
$375M
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$1.14M
3
+$944K
4
T icon
AT&T
T
+$813K
5
AMZN icon
Amazon
AMZN
+$731K

Top Sells

1
+$550K
2
+$450K
3
+$419K
4
TM icon
Toyota
TM
+$380K
5
HSBC icon
HSBC
HSBC
+$378K

Sector Composition

1 Financials 16.37%
2 Technology 15.95%
3 Healthcare 14.5%
4 Industrials 10.13%
5 Consumer Staples 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$388K 0.1%
9,219
+1,839
252
$386K 0.1%
10,832
+2,176
253
$385K 0.1%
5,778
+1,991
254
$380K 0.1%
12,875
-3,579
255
$378K 0.1%
9,821
+140
256
$378K 0.1%
6,076
+1,989
257
$378K 0.1%
2,279
+633
258
$374K 0.1%
11,349
+84
259
$374K 0.1%
5,921
-181
260
$374K 0.1%
3,927
+281
261
$373K 0.1%
2,412
+360
262
$373K 0.1%
4,310
+902
263
$371K 0.1%
4,300
+299
264
$371K 0.1%
23,455
+2,062
265
$370K 0.1%
2,745
+375
266
$370K 0.1%
4,418
+1,152
267
$370K 0.1%
9,734
+1,996
268
$370K 0.1%
3,303
+758
269
$367K 0.1%
6,339
+690
270
$366K 0.1%
4,749
+374
271
$366K 0.1%
9,245
+3,198
272
$364K 0.1%
5,142
+271
273
$363K 0.1%
4,491
+381
274
$362K 0.1%
31,086
+1,840
275
$362K 0.1%
4,337
+1,718
9 10
11
12 13