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
576
$248K 0.02%
19,819
-3,392
577
$247K 0.02%
+5,290
578
$247K 0.02%
+1,308
579
$247K 0.02%
7,894
-499
580
$245K 0.02%
787
+6
581
$241K 0.02%
+1,694
582
$241K 0.02%
+545
583
$240K 0.02%
42,694
-461
584
$240K 0.02%
+3,580
585
$239K 0.02%
25,030
+7,325
586
$237K 0.02%
1,092
+18
587
$237K 0.02%
+683
588
$235K 0.02%
+1,350
589
$233K 0.02%
32,410
-2,230
590
$233K 0.02%
1,127
-28
591
$232K 0.02%
20,108
-285
592
$231K 0.02%
+929
593
$230K 0.02%
+4,495
594
$230K 0.02%
+3,882
595
$230K 0.02%
+6,388
596
$228K 0.02%
997
-126
597
$228K 0.02%
44,894
-16,204
598
$228K 0.02%
5,988
+218
599
$227K 0.02%
+5,558
600
$227K 0.02%
+957
22 23
24
25 26