APS
American Planning Services Portfolio holdings
AUM
$126M
1-Year Est. Return
25.28%
This Fund
S&P 500
1 Year Est. Return
+25.28%
AUM
$142M
AUM Growth
+$3.65M
(+2.6%)
Holding
54
Top Buys
| 1 | +$2.62M | |
| 2 | +$2.44M | |
| 3 | +$2.42M | |
| 4 |
Microsoft
MSFT
|
+$2.35M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$2.33M |
Top Sells
| 1 | +$9.39M | |
| 2 | +$8.59M | |
| 3 | +$3.14M | |
| 4 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$983K |
| 5 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$727K |
Sector Composition
| 1 | Technology | 9.53% |
| 2 | Communication Services | 4.45% |
| 3 | Financials | 3% |
| 4 | Consumer Discretionary | 2.9% |
| 5 | Healthcare | 2.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Core S&P 500 ETF
IVV
$682B
| $230K | 0.16% |
421
|
|
||
52
Home Depot
HD
$329B
| $206K | 0.14% |
597
|
|
||
53
MongoDB
MDB
$22B
| – | – |
-649
|
|
||
54
FT Vest US Equity Deep Buffer ETF November
DNOV
$372M
| – | – |
-6,561
|
|