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
51
$412K 0.31%
+6,613
52
$402K 0.31%
+2,618
53
$393K 0.3%
+1,085
54
$381K 0.29%
+1,670
55
$381K 0.29%
+1,731
56
$369K 0.28%
+3,426
57
$351K 0.27%
+1,976
58
$339K 0.26%
+1,196
59
$327K 0.25%
+5,425
60
$320K 0.24%
+7,650
61
$320K 0.24%
+2,830
62
$316K 0.24%
+3,495
63
$315K 0.24%
+3,000
64
$295K 0.22%
+984
65
$289K 0.22%
+16,676
66
$288K 0.22%
+1,092
67
$288K 0.22%
+2,891
68
$272K 0.21%
+862
69
$243K 0.19%
+7,544
70
$242K 0.18%
+1,556
71
$232K 0.18%
+10,203
72
$226K 0.17%
+1,711
73
$220K 0.17%
+4,996
74
$212K 0.16%
+1,850
75
$208K 0.16%
+1,176
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3
4 5