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
276
$1.9K ﹤0.01%
100
277
$1.83K ﹤0.01%
34
278
$1.72K ﹤0.01%
33
279
$1.71K ﹤0.01%
17
-2
280
$1.61K ﹤0.01%
215
281
$1.43K ﹤0.01%
115
+15
282
$1.38K ﹤0.01%
66
-1
283
$1.3K ﹤0.01%
900
284
$883 ﹤0.01%
40
285
$804 ﹤0.01%
300
286
$443 ﹤0.01%
25
-300
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11
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35
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$344 ﹤0.01%
2
291
$298 ﹤0.01%
20
-1,013
292
$255 ﹤0.01%
18
293
$191 ﹤0.01%
7
294
$160 ﹤0.01%
25
295
$33 ﹤0.01%
1
296
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-83
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298
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300
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-34
9 10 11
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