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
251
$7.49K 0.01%
+57
252
$7.24K 0.01%
+100
253
$6.93K 0.01%
+200
254
$6.79K 0.01%
+86
255
$5.95K ﹤0.01%
+90
256
$4.99K ﹤0.01%
+101
257
$4.99K ﹤0.01%
+70
258
$4.87K ﹤0.01%
+500
259
$4.7K ﹤0.01%
+9
260
$4.65K ﹤0.01%
+9
261
$4.5K ﹤0.01%
+50
262
$4.43K ﹤0.01%
+15
263
$4.43K ﹤0.01%
+33
264
$4.31K ﹤0.01%
+400
265
$3.92K ﹤0.01%
+39
266
$3.84K ﹤0.01%
+363
267
$3.39K ﹤0.01%
+22
268
$3.18K ﹤0.01%
+102
269
$3.14K ﹤0.01%
+5
270
$2.95K ﹤0.01%
+240
271
$2.84K ﹤0.01%
+37
272
$2.66K ﹤0.01%
+39
273
$2.57K ﹤0.01%
+100
274
$2.56K ﹤0.01%
+26
275
$2.55K ﹤0.01%
+12
9 10
11
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