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APS
American Planning Services Portfolio holdings
AUM
$126M
1-Year Est. Return
25.28%
This Fund
S&P 500
This Quarter
Est. Return
+6.93%
1 Year Est. Return
+25.28%
3 Year Est. Return
+23.79%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$100M
AUM Growth
+$100M
(+124,089%)
Cap. Flow
+$99.5M
Cap. Flow
% of AUM
99.4%
Top 10 Holdings %
Top 10 Hldgs %
94.49%
Holding
29
New
1
Increased
23
Reduced
–
Closed
5
Top Buys
Top Sells
| 1 |
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
|
+$839 |
| 2 |
Vanguard Growth ETF
VUG
|
+$292 |
| 3 |
Amazon
AMZN
|
+$208 |
| 4 |
Invesco S&P 500 GARP ETF
SPGP
|
+$202 |
| 5 |
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
|
+$201 |
Sector Composition
| 1 | Financials | 11.39% |
| 2 | Technology | 1.71% |
| 3 | Healthcare | 1.12% |
| 4 | Consumer Staples | 0.67% |
| 5 | Energy | 0.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Invesco S&P 500 GARP ETF
SPGP
$2.2B
| – | – |
-2
| Closed | -$202 |
|
|
27
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
$161M
| – | – |
-8
| Closed | -$201 |
|
|
28
Vanguard Growth ETF
VUG
$225B
| – | – |
-6
| Closed | -$292 |
|
|
BSCM
29
DELISTED
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
| – | – |
-40
| Closed | -$839 |
|
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