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
376
$238K 0.06%
+6,551
377
$237K 0.06%
2,067
+50
378
$236K 0.06%
3,402
379
$236K 0.06%
+4,837
380
$235K 0.06%
+3,154
381
$233K 0.06%
+4,688
382
$231K 0.06%
3,469
-2,619
383
$231K 0.06%
+2,355
384
$231K 0.06%
7,289
-690
385
$228K 0.06%
+12,808
386
$228K 0.06%
+7,180
387
$226K 0.06%
+1,792
388
$226K 0.06%
2,569
389
$226K 0.06%
1,890
+401
390
$225K 0.06%
1,570
+14
391
$223K 0.06%
+714
392
$223K 0.06%
+2,555
393
$221K 0.06%
16,499
+1,432
394
$221K 0.06%
4,588
+381
395
$221K 0.06%
3,386
+142
396
$220K 0.06%
+1,920
397
$219K 0.06%
2,777
+28
398
$218K 0.06%
+3,212
399
$218K 0.06%
+5,462
400
$216K 0.06%
+4,222
14 15
16
17 18