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
26
$1.06M 0.81%
+12,849
27
$1.06M 0.81%
+2,091
28
$1.05M 0.8%
+5,490
29
$949K 0.72%
+2,350
30
$919K 0.7%
+7,010
31
$886K 0.67%
+3,921
32
$859K 0.65%
+1,768
33
$795K 0.61%
+5,497
34
$784K 0.6%
+3,400
35
$779K 0.59%
+7,244
36
$778K 0.59%
+8,722
37
$754K 0.57%
+28,413
38
$686K 0.52%
+1,763
39
$642K 0.49%
+3,183
40
$619K 0.47%
+5,350
41
$617K 0.47%
+10,422
42
$611K 0.47%
+2,550
43
$560K 0.43%
+7,806
44
$556K 0.42%
+2,254
45
$520K 0.4%
+3,844
46
$494K 0.38%
+1,770
47
$491K 0.37%
+7,100
48
$437K 0.33%
+2,535
49
$420K 0.32%
+718
50
$417K 0.32%
+3,748
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