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
276
$2.49K ﹤0.01%
+100
277
$2.44K ﹤0.01%
+13
278
$2.1K ﹤0.01%
+34
279
$2.07K ﹤0.01%
+67
280
$2.01K ﹤0.01%
+203
281
$1.98K ﹤0.01%
+900
282
$1.91K ﹤0.01%
+535
283
$1.85K ﹤0.01%
+20
284
$1.79K ﹤0.01%
+115
285
$1.79K ﹤0.01%
+215
286
$1.67K ﹤0.01%
+40
287
$1.64K ﹤0.01%
+19
288
$1.59K ﹤0.01%
+33
289
$1.49K ﹤0.01%
+700
290
$1.33K ﹤0.01%
+100
291
$1.25K ﹤0.01%
+5
292
$1.02K ﹤0.01%
+2,036
293
$893 ﹤0.01%
+357
294
$730 ﹤0.01%
+63
295
$725 ﹤0.01%
+9
296
$610 ﹤0.01%
+35
297
$497 ﹤0.01%
+2
298
$459 ﹤0.01%
+300
299
$441 ﹤0.01%
+78
300
$431 ﹤0.01%
+37
9 10 11
12
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