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
$1.07B
AUM Growth
+$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
723
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.18M
3
+$2.3M
4
AMZN icon
Amazon
AMZN
+$2.19M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.96M

Top Sells

1
+$1.99M
2
+$1.64M
3
+$1.48M
4
T icon
AT&T
T
+$1.21M
5
RTN
Raytheon Company
RTN
+$1.11M

Sector Composition

1 Technology 23.69%
2 Healthcare 15.05%
3 Financials 14.07%
4 Consumer Discretionary 9.78%
5 Communication Services 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$479K 0.04%
6,301
-190
377
$477K 0.04%
12,380
-692
378
$477K 0.04%
4,120
+894
379
$476K 0.04%
3,080
-1,486
380
$474K 0.04%
11,359
+3,097
381
$474K 0.04%
7,114
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382
$474K 0.04%
13,868
+2,319
383
$473K 0.04%
5,101
+335
384
$473K 0.04%
5,123
+1,250
385
$466K 0.04%
8,936
+3
386
$466K 0.04%
4,965
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387
$465K 0.04%
22,100
-50
388
$464K 0.04%
8,503
-1,059
389
$463K 0.04%
13,558
+5,240
390
$462K 0.04%
1,682
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391
$457K 0.04%
15,521
-7,514
392
$456K 0.04%
2,008
+192
393
$452K 0.04%
16,128
+5,277
394
$447K 0.04%
3,495
-266
395
$446K 0.04%
8,408
-2,182
396
$446K 0.04%
10,664
-1,805
397
$444K 0.04%
39,903
-9,848
398
$444K 0.04%
3,958
+1,236
399
$442K 0.04%
+11,808
400
$439K 0.04%
2,778
+31
14 15
16
17 18