API

Asset Planning Inc Portfolio holdings

AUM $133M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$11.3M
3
+$11M
4
AAPL icon
Apple
AAPL
+$8.1M
5
COST icon
Costco
COST
+$6.87M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 17.99%
2 Healthcare 14.96%
3 Industrials 13.57%
4 Technology 12.44%
5 Consumer Staples 12.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12.3K 0.01%
+156
227
$11.9K 0.01%
+160
228
$11.8K 0.01%
+375
229
$11.2K 0.01%
+113
230
$11.2K 0.01%
+100
231
$11.1K 0.01%
+350
232
$10.7K 0.01%
+96
233
$10.5K 0.01%
+437
234
$10.4K 0.01%
+107
235
$10.4K 0.01%
+253
236
$10.4K 0.01%
+160
237
$10.3K 0.01%
+299
238
$9.78K 0.01%
+96
239
$9.54K 0.01%
+400
240
$9.33K 0.01%
+1,000
241
$9.14K 0.01%
+300
242
$8.95K 0.01%
+100
243
$8.94K 0.01%
+264
244
$8.82K 0.01%
+400
245
$8.28K 0.01%
+30
246
$8.13K 0.01%
+1,000
247
$8.08K 0.01%
+100
248
$7.96K 0.01%
+300
249
$7.69K 0.01%
+34
250
$7.49K 0.01%
+325
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