API

Asset Planning Inc Portfolio holdings

AUM $141M
1-Year Est. Return 16.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
-$1.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1 +$472K
2 +$227K
3 +$194K
4
PANW icon
Palo Alto Networks
PANW
+$180K
5
MSFT icon
Microsoft
MSFT
+$157K

Top Sells

1 +$272K
2 +$81.1K
3 +$68.8K
4
AMZN icon
Amazon
AMZN
+$60.8K
5
BF.B icon
Brown-Forman Class B
BF.B
+$45.6K

Sector Composition

1 Consumer Discretionary 16.2%
2 Healthcare 14.48%
3 Financials 12.95%
4 Industrials 12.77%
5 Technology 12.68%