API
Asset Planning Inc Portfolio holdings
AUM
$138M
1-Year Est. Return
13.46%
1 Year Est. Return
+13.46%
AUM
$133M
AUM Growth
+$5.22M
(+4.1%)
Holding
308
Top Buys
| 1 | +$400K | |
| 2 | +$79.4K | |
| 3 | +$79.1K | |
| 4 |
TJX Companies
TJX
|
+$70.8K |
| 5 |
Caterpillar
CAT
|
+$55.5K |
Top Sells
| 1 | +$275K | |
| 2 | +$180K | |
| 3 | +$166K | |
| 4 |
Pinnacle Financial Partners 6.75% Series B Preferred Stock
PNFPP
|
+$104K |
| 5 |
NextEra Energy
NEE
|
+$80.9K |
Sector Composition
| 1 | Consumer Discretionary | 17.76% |
| 2 | Industrials | 15.27% |
| 3 | Healthcare | 13.79% |
| 4 | Technology | 12.03% |
| 5 | Financials | 11.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Wells Fargo & Co Series DD Preferred Stock
WFC.PRD
$887M
| – | – |
-2,135
|
|