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
401
$439K 0.04%
6,874
+143
402
$433K 0.04%
959
+27
403
$433K 0.04%
26,091
-54,168
404
$427K 0.04%
27,749
+1,297
405
$427K 0.04%
6,061
+693
406
$425K 0.04%
23,697
+9,678
407
$422K 0.04%
5,952
-272
408
$421K 0.04%
69,252
+10,261
409
$421K 0.04%
18,656
+6,795
410
$420K 0.04%
4,171
+79
411
$418K 0.04%
10,192
+4,724
412
$417K 0.04%
15,568
-587
413
$417K 0.04%
1,129
+152
414
$415K 0.04%
14,920
-6,916
415
$415K 0.04%
122,486
+23,076
416
$412K 0.04%
232
+13
417
$411K 0.04%
13,231
+1,010
418
$411K 0.04%
18,397
+1,009
419
$411K 0.04%
2,896
+246
420
$407K 0.04%
1,889
-146
421
$405K 0.04%
41,673
-3,752
422
$405K 0.04%
2,839
+270
423
$404K 0.04%
18,206
+766
424
$400K 0.04%
3,488
-169
425
$400K 0.04%
1,471
+71
15 16
17
18 19