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
276
$361K 0.1%
15,622
+6,264
277
$359K 0.1%
6,937
+1,612
278
$358K 0.1%
2,859
-198
279
$358K 0.1%
6,478
-3,551
280
$356K 0.09%
6,737
+746
281
$356K 0.09%
3,717
+521
282
$353K 0.09%
10,394
+3,743
283
$352K 0.09%
3,599
+561
284
$343K 0.09%
5,999
+218
285
$340K 0.09%
7,398
+1,798
286
$339K 0.09%
4,802
+202
287
$337K 0.09%
18,916
+3,156
288
$336K 0.09%
6,840
+1,852
289
$336K 0.09%
7,966
+1,372
290
$336K 0.09%
3,892
+405
291
$336K 0.09%
+6,345
292
$335K 0.09%
1,955
+42
293
$329K 0.09%
1,432
+330
294
$329K 0.09%
6,338
-386
295
$328K 0.09%
1,651
+507
296
$327K 0.09%
6,552
+224
297
$325K 0.09%
8,816
+1,784
298
$324K 0.09%
4,653
+343
299
$324K 0.09%
9,453
+1,422
300
$324K 0.09%
2,675
-157
10 11
12
13 14