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
351
$261K 0.07%
2,115
+285
352
$260K 0.07%
+7,223
353
$259K 0.07%
6,120
-674
354
$258K 0.07%
4,764
-278
355
$255K 0.07%
2,295
+287
356
$254K 0.07%
+3,160
357
$251K 0.07%
+10,388
358
$251K 0.07%
5,010
-6,550
359
$249K 0.07%
3,440
-88
360
$249K 0.07%
5,330
+669
361
$249K 0.07%
+118
362
$248K 0.07%
2,529
+276
363
$247K 0.07%
+2,544
364
$245K 0.07%
1,928
+82
365
$244K 0.07%
4,025
+45
366
$243K 0.06%
+5,310
367
$243K 0.06%
8,491
+762
368
$242K 0.06%
+4,853
369
$242K 0.06%
1,809
-288
370
$242K 0.06%
3,510
+77
371
$241K 0.06%
+1,766
372
$241K 0.06%
7,031
+1,292
373
$240K 0.06%
1,030
+106
374
$240K 0.06%
+7,060
375
$239K 0.06%
6,897
+79
13 14
15
16 17