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
101
$101K 0.08%
+1,300
102
$101K 0.08%
+1,330
103
$100K 0.08%
+1,466
104
$99.4K 0.08%
+1,342
105
$99K 0.08%
+1,839
106
$98.6K 0.08%
+666
107
$97.4K 0.07%
+2,427
108
$92.6K 0.07%
+480
109
$91.2K 0.07%
+89
110
$90K 0.07%
+600
111
$89.6K 0.07%
+787
112
$86.7K 0.07%
+300
113
$84.7K 0.06%
+919
114
$83.9K 0.06%
+1,540
115
$82.1K 0.06%
+350
116
$81.9K 0.06%
+661
117
$80.1K 0.06%
+603
118
$76.1K 0.06%
+824
119
$75K 0.06%
+754
120
$74K 0.06%
+410
121
$72.4K 0.06%
+1,707
122
$72.1K 0.05%
+850
123
$71K 0.05%
+5,280
124
$69.7K 0.05%
+872
125
$67.9K 0.05%
+200