API

Asset Planning Inc Portfolio holdings

AUM $138M
1-Year Est. Return 13.46%
This Quarter Est. Return
1 Year Est. Return
+13.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
-$3.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$573K
2
+$275K
3
+$273K
4
VIK icon
Viking Holdings
VIK
+$244K
5
CVX icon
Chevron
CVX
+$107K

Top Sells

1
+$1.75M
2
+$495K
3
+$207K
4
AMZN icon
Amazon
AMZN
+$207K
5
LLY icon
Eli Lilly
LLY
+$199K

Sector Composition

1 Consumer Discretionary 16.78%
2 Healthcare 15.46%
3 Industrials 14.65%
4 Consumer Staples 11.33%
5 Technology 11.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11.9K 0.01%
+325
227
$11.6K 0.01%
69
228
$11.5K 0.01%
366
-9
229
$11.2K 0.01%
1,000
230
$11K 0.01%
+794
231
$10.8K 0.01%
440
+3
232
$10.7K 0.01%
96
233
$10.6K 0.01%
100
234
$10.3K 0.01%
300
235
$10.2K 0.01%
264
236
$10.1K 0.01%
157
+2
237
$9.87K 0.01%
30
238
$9.77K 0.01%
432
-212
239
$9.39K 0.01%
299
240
$9.36K 0.01%
96
241
$8.76K 0.01%
+111
242
$7.54K 0.01%
300
243
$6.81K 0.01%
57
244
$6.35K 0.01%
40
-25
245
$6.15K ﹤0.01%
400
246
$6.02K ﹤0.01%
1,000
247
$6K ﹤0.01%
+65
248
$5.93K ﹤0.01%
78
-12
249
$5.93K ﹤0.01%
200
250
$5.86K ﹤0.01%
100
8 9
10
11 12