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
151
$43.8K 0.03%
+514
152
$43.7K 0.03%
+181
153
$43.5K 0.03%
+337
154
$43.3K 0.03%
+725
155
$41.7K 0.03%
+1,955
156
$41.7K 0.03%
+88
157
$40.2K 0.03%
+678
158
$40.1K 0.03%
+700
159
$39.9K 0.03%
+1,350
160
$39.8K 0.03%
+157
161
$39.8K 0.03%
+1,000
162
$39.5K 0.03%
+703
163
$38K 0.03%
+18
164
$36.9K 0.03%
+500
165
$36.5K 0.03%
+300
166
$36.4K 0.03%
+200
167
$36.1K 0.03%
+1,800
168
$36.1K 0.03%
+1,050
169
$36K 0.03%
+1,280
170
$35.8K 0.03%
+255
171
$35.5K 0.03%
+1,690
172
$34.9K 0.03%
+779
173
$34.5K 0.03%
+105
174
$32.9K 0.03%
+100
175
$32.7K 0.02%
+4,155
5 6
7
8 9