API

Asset Planning Inc Portfolio holdings

AUM $138M
1-Year Est. Return 13.46%
This Quarter Est. Return
1 Year Est. Return
+13.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
-$3.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$573K
2
+$275K
3
+$273K
4
VIK icon
Viking Holdings
VIK
+$244K
5
CVX icon
Chevron
CVX
+$107K

Top Sells

1
+$1.75M
2
+$495K
3
+$207K
4
AMZN icon
Amazon
AMZN
+$207K
5
LLY icon
Eli Lilly
LLY
+$199K

Sector Composition

1 Consumer Discretionary 16.78%
2 Healthcare 15.46%
3 Industrials 14.65%
4 Consumer Staples 11.33%
5 Technology 11.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$70.3K 0.06%
1,175
-29,200
127
$68.3K 0.05%
410
128
$62.6K 0.05%
1,173
+4
129
$62K 0.05%
534
+4
130
$60.8K 0.05%
558
131
$59.8K 0.05%
500
132
$59.5K 0.05%
290
133
$59.4K 0.05%
1,750
134
$58.7K 0.05%
1,591
+10
135
$58.2K 0.05%
267
+1
136
$56.5K 0.04%
280
+180
137
$56.3K 0.04%
120
138
$55.9K 0.04%
500
139
$53.7K 0.04%
1,435
-210
140
$53K 0.04%
1,551
+24
141
$52K 0.04%
350
142
$51.4K 0.04%
1,218
+11
143
$50.3K 0.04%
300
+100
144
$50K 0.04%
304
-53
145
$49.6K 0.04%
338
+1
146
$49.2K 0.04%
500
-100
147
$48.1K 0.04%
182
+1
148
$47.8K 0.04%
60
149
$47.2K 0.04%
1,969
+14
150
$45.9K 0.04%
600
4 5
6
7 8