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
+$7.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1 +$3.21M
2 +$1.68M
3 +$1.5M
4
T icon
AT&T
T
+$1.4M
5
GPN icon
Global Payments
GPN
+$1.39M

Top Sells

1 +$1.09M
2 +$789K
3 +$761K
4
LLL
L3 Technologies, Inc.
LLL
+$754K
5
HSBC icon
HSBC
HSBC
+$647K

Sector Composition

1 Technology 18.6%
2 Financials 16.43%
3 Healthcare 13.01%
4 Consumer Discretionary 9.25%
5 Industrials 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
-8,490
627
-5,221
628
-12,825
629
-3,617
630
-3,097
631
-7,502