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
$591M
AUM Growth
+$51.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.41M
3
+$1.17M
4
BA icon
Boeing
BA
+$1.12M
5
AMZN icon
Amazon
AMZN
+$964K

Top Sells

1
+$1.74M
2
+$857K
3
+$585K
4
BMY icon
Bristol-Myers Squibb
BMY
+$433K
5
IBM icon
IBM
IBM
+$408K

Sector Composition

1 Technology 17.81%
2 Financials 17.14%
3 Healthcare 13.62%
4 Industrials 9.3%
5 Consumer Discretionary 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$275K 0.05%
1,480
-178
427
$275K 0.05%
4,118
-756
428
$275K 0.05%
2,469
+455
429
$274K 0.05%
2,101
+63
430
$272K 0.05%
4,383
+163
431
$272K 0.05%
2,622
+217
432
$272K 0.05%
3,991
-471
433
$271K 0.05%
10,248
-2,155
434
$271K 0.05%
4,006
-617
435
$268K 0.05%
2,498
+59
436
$268K 0.05%
13,704
-1,434
437
$265K 0.04%
5,681
-12
438
$263K 0.04%
5,912
439
$260K 0.04%
+9,377
440
$260K 0.04%
6,503
+1,245
441
$260K 0.04%
1,458
-71
442
$259K 0.04%
2,874
+220
443
$259K 0.04%
966
+31
444
$258K 0.04%
10,805
+553
445
$257K 0.04%
8,559
+81
446
$257K 0.04%
2,257
+319
447
$256K 0.04%
2,538
-534
448
$256K 0.04%
+17,382
449
$256K 0.04%
1,915
+10
450
$256K 0.04%
+3,798
16 17
18
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