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
326
$293K 0.08%
1,420
+194
327
$292K 0.08%
2,204
+252
328
$292K 0.08%
3,603
+517
329
$290K 0.08%
4,255
+700
330
$290K 0.08%
19,982
+6,023
331
$287K 0.08%
3,131
+65
332
$287K 0.08%
6,033
+909
333
$286K 0.08%
9,040
-92
334
$283K 0.08%
4,527
-921
335
$281K 0.07%
3,310
+286
336
$280K 0.07%
4,312
+320
337
$278K 0.07%
5,350
+712
338
$278K 0.07%
1,387
+30
339
$276K 0.07%
3,997
+393
340
$275K 0.07%
+6,541
341
$274K 0.07%
5,620
+792
342
$272K 0.07%
4,524
-145
343
$269K 0.07%
2,813
+625
344
$269K 0.07%
1,990
+120
345
$267K 0.07%
1,225
+127
346
$266K 0.07%
3,293
+128
347
$266K 0.07%
+5,637
348
$266K 0.07%
3,190
-561
349
$265K 0.07%
+8,653
350
$264K 0.07%
+4,570
12 13
14
15 16