APS
American Planning Services Portfolio holdings
AUM
$126M
1-Year Est. Return
25.28%
1 Year Est. Return
+25.28%
AUM
$126M
AUM Growth
-$15.7M
(-11%)
Holding
54
Top Buys
| 1 | +$236K | |
| 2 | +$219K | |
| 3 | +$191K | |
| 4 |
Exxon Mobil
XOM
|
+$182K |
| 5 |
Invesco QQQ Trust
QQQ
|
+$181K |
Top Sells
| 1 | +$19.9M | |
| 2 | +$635K | |
| 3 | +$378K | |
| 4 |
JPMorgan Equity Focus ETF
JPEF
|
+$366K |
| 5 |
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
|
+$351K |
Sector Composition
| 1 | Technology | 11.41% |
| 2 | Communication Services | 5.42% |
| 3 | Financials | 3.86% |
| 4 | Consumer Discretionary | 3.33% |
| 5 | Healthcare | 3.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Merck
MRK
$206B
| $228K | 0.18% |
2,006
+2
|
|
||
52
Trade Desk
TTD
$24B
| $219K | 0.17% |
+2,000
|
|
||
53
Alphabet (Google) Class C
GOOG
$3.43T
| $218K | 0.17% |
1,306
|
|
||
|
54
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$675M
| – | – |
-15,303
|
|