APS
American Planning Services Portfolio holdings
AUM
$126M
This Quarter Return
-3.07%
1 Year Return
+25.28%
3 Year Return
+23.79%
5 Year Return
–
10 Year Return
–
AUM
$80.6K
AUM Growth
+$80.6K
(-100%)
Cap. Flow
-$87.6M
Cap. Flow
% of AUM
-108,656.52%
Top 10 Holdings %
Top 10 Hldgs %
92.56%
Holding
36
New
7
Increased
–
Reduced
21
Closed
8
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$14.2M |
| 2 |
Pacer US Cash Cows 100 ETF
COWZ
|
$12.7M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$10.8M |
| 4 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$10.5M |
| 5 |
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
|
$9.6M |
Sector Composition
| 1 | Technology | 2.31% |
| 2 | Healthcare | 1.29% |
| 3 | Consumer Staples | 0.72% |
| 4 | Consumer Discretionary | 0.56% |
| 5 | Energy | 0.32% |
