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
$827M
AUM Growth
-$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$3.51M
3
+$2.57M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.26M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.94M

Top Sells

1
+$3.23M
2
+$2.05M
3
+$1.67M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.43M
5
WFC icon
Wells Fargo
WFC
+$1.37M

Sector Composition

1 Technology 22.19%
2 Healthcare 15.96%
3 Financials 14.66%
4 Communication Services 9.29%
5 Consumer Discretionary 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$79K 0.01%
+16,024
602
$70K 0.01%
+14,634
603
$68K 0.01%
12,422
-11,312
604
$68K 0.01%
+13,437
605
$67K 0.01%
+12,454
606
$62K 0.01%
+18,859
607
$61K 0.01%
+15,469
608
$61K 0.01%
+24,444
609
$58K 0.01%
+11,477
610
$58K 0.01%
15,071
+3,846
611
$56K 0.01%
+11,275
612
$54K 0.01%
+17,705
613
$54K 0.01%
+17,724
614
$51K 0.01%
22,420
+1,975
615
$48K 0.01%
+13,479
616
$44K 0.01%
+21,204
617
$43K 0.01%
+21,198
618
$43K 0.01%
13,395
+3,379
619
$39K ﹤0.01%
+12,738
620
$36K ﹤0.01%
+10,099
621
$34K ﹤0.01%
+13,926
622
$31K ﹤0.01%
+14,939
623
$29K ﹤0.01%
+19,890
624
$27K ﹤0.01%
18,289
+2,699
625
$14K ﹤0.01%
+10,627
23 24
25
26 27