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AP

Advisor Partners Portfolio holdings

AUM $1.42B
1-Year Est. Return 3.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-3.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$967M
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1 +$2.89M
2 +$2.43M
3 +$2.03M
4
JPM icon
JPMorgan Chase
JPM
+$1.96M
5
AMZN icon
Amazon
AMZN
+$1.9M

Sector Composition

1 Technology 20.48%
2 Financials 16.5%
3 Healthcare 14.1%
4 Communication Services 9.45%
5 Industrials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
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