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
251
$5.79K ﹤0.01%
86
252
$5.74K ﹤0.01%
+150
253
$5.47K ﹤0.01%
500
254
$5.19K ﹤0.01%
33
255
$4.99K ﹤0.01%
101
256
$4.83K ﹤0.01%
70
257
$4.82K ﹤0.01%
+100
258
$4.46K ﹤0.01%
9
259
$4.3K ﹤0.01%
9
260
$4.29K ﹤0.01%
+1,500
261
$4.07K ﹤0.01%
50
262
$3.9K ﹤0.01%
363
263
$3.41K ﹤0.01%
39
264
$3.2K ﹤0.01%
102
265
$3.1K ﹤0.01%
37
266
$3.07K ﹤0.01%
5
267
$2.93K ﹤0.01%
12
268
$2.86K ﹤0.01%
26
269
$2.81K ﹤0.01%
115
270
$2.62K ﹤0.01%
22
271
$2.28K ﹤0.01%
13
272
$2.06K ﹤0.01%
20
273
$2.04K ﹤0.01%
39
274
$2.04K ﹤0.01%
203
275
$1.95K ﹤0.01%
100
9 10
11
12 13