APC
Asset Planning Corporation Portfolio holdings
AUM
$188M
This Quarter Return
+10.43%
1 Year Return
+10.57%
3 Year Return
+30.38%
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
–
Cap. Flow
+$101M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
82.18%
Holding
68
New
68
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total International Bond ETF
BNDX
|
$12.3M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$11.7M |
| 3 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$9.01M |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
$8.79M |
| 5 |
Vanguard Small-Cap ETF
VB
|
$8.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.28% |
| 2 | Real Estate | 0.71% |
| 3 | Healthcare | 0.39% |
| 4 | Energy | 0.39% |
| 5 | Financials | 0.36% |
