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
426
$400K 0.04%
+19,623
427
$400K 0.04%
8,035
+779
428
$398K 0.04%
+26,776
429
$395K 0.04%
3,571
+119
430
$394K 0.04%
42,386
+5,917
431
$391K 0.04%
15,374
-576
432
$389K 0.04%
31,784
+3,194
433
$388K 0.04%
258,380
+116,298
434
$388K 0.04%
3,164
+649
435
$387K 0.04%
+13,692
436
$386K 0.04%
68,236
+21,943
437
$385K 0.04%
118
+14
438
$385K 0.04%
24,108
+7,168
439
$384K 0.04%
2,853
-454
440
$383K 0.04%
4,842
-263
441
$383K 0.04%
+26,449
442
$382K 0.04%
2,677
-193
443
$382K 0.04%
8,506
-237
444
$382K 0.04%
5,055
+88
445
$382K 0.04%
6,003
-111
446
$382K 0.04%
35,482
-550
447
$381K 0.04%
14,455
-1,630
448
$380K 0.04%
3,331
+166
449
$380K 0.04%
11,079
-940
450
$380K 0.04%
10,989
-3,200
16 17
18
19 20