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
126
$66.6K 0.05%
+290
127
$66.5K 0.05%
+1,750
128
$65.5K 0.05%
+1,000
129
$63.6K 0.05%
+60
130
$62.9K 0.05%
+1,169
131
$59.3K 0.05%
+1,581
132
$58.1K 0.04%
+357
133
$57.9K 0.04%
+530
134
$57.7K 0.04%
+1,207
135
$56K 0.04%
+740
136
$55.5K 0.04%
+653
137
$53.8K 0.04%
+1,645
138
$53.5K 0.04%
+123
139
$52.9K 0.04%
+500
140
$52.7K 0.04%
+1,900
141
$52.5K 0.04%
+558
142
$52.4K 0.04%
+350
143
$50.8K 0.04%
+120
144
$49.4K 0.04%
+173
145
$48.9K 0.04%
+266
146
$48K 0.04%
+500
147
$47.9K 0.04%
+1,527
148
$46.4K 0.04%
+200
149
$46.1K 0.04%
+600
150
$45.9K 0.04%
+538
4 5
6
7 8