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
476
$231K 0.04%
6,543
-19
477
$230K 0.04%
+5,191
478
$230K 0.04%
1,007
+32
479
$228K 0.04%
40,387
-23,309
480
$228K 0.04%
4,969
+218
481
$227K 0.04%
+6,708
482
$226K 0.04%
+3,744
483
$226K 0.04%
1,056
-248
484
$225K 0.04%
389
+4
485
$224K 0.04%
1,641
+150
486
$224K 0.04%
15,656
+4,145
487
$224K 0.04%
6,913
+402
488
$223K 0.04%
5,730
+390
489
$223K 0.04%
13,310
-1,036
490
$223K 0.04%
+5,808
491
$223K 0.04%
+6,314
492
$223K 0.04%
3,648
+24
493
$221K 0.04%
+14,475
494
$219K 0.04%
22,854
+1,652
495
$219K 0.04%
+2,358
496
$217K 0.04%
+2,810
497
$217K 0.04%
+1,424
498
$217K 0.04%
1,487
-217
499
$216K 0.04%
2,666
-5
500
$215K 0.04%
+6,242
18 19
20
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