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
$122M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1 +$3.15M
2 +$3.06M
3 +$2.31M
4
IBM icon
IBM
IBM
+$2.31M
5
PFE icon
Pfizer
PFE
+$2.13M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 16.15%
2 Financials 15.66%
3 Technology 13.44%
4 Energy 10.65%
5 Industrials 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$128K 0.1%
+14,040
202
$95K 0.08%
+10,015