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
301
$399 ﹤0.01%
+47
302
$388 ﹤0.01%
+11
303
$297 ﹤0.01%
+25
304
$266 ﹤0.01%
+18
305
$193 ﹤0.01%
+7
306
$134 ﹤0.01%
+83
307
$37 ﹤0.01%
+1