APC
Asset Planning Corporation Portfolio holdings
AUM
$188M
This Quarter Return
+2.33%
1 Year Return
+10.57%
3 Year Return
+30.38%
5 Year Return
–
10 Year Return
–
AUM
$132M
AUM Growth
+$132M
(+5.7%)
Cap. Flow
+$4.39M
Cap. Flow
% of AUM
3.34%
Top 10 Holdings %
Top 10 Hldgs %
70.66%
Holding
41
New
4
Increased
21
Reduced
10
Closed
–
Top Buys
| 1 |
Dimensional Core Fixed Income ETF
DFCF
|
$4.27M |
| 2 |
Dimensional US Real Estate ETF
DFAR
|
$768K |
| 3 |
Vanguard S&P Small-Cap 600 Value ETF
VIOV
|
$590K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$589K |
| 5 |
Vanguard Health Care ETF
VHT
|
$520K |
Top Sells
Sector Composition
| 1 | Financials | 4.79% |
| 2 | Technology | 1.73% |
| 3 | Energy | 0.65% |
| 4 | Real Estate | 0.52% |
| 5 | Materials | 0.39% |
