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
151
$45.1K 0.04%
123
152
$44.7K 0.04%
173
153
$44K 0.03%
5,280
154
$41.1K 0.03%
88
155
$40.9K 0.03%
1,800
156
$40.2K 0.03%
515
+1
157
$40.2K 0.03%
500
158
$39.4K 0.03%
700
159
$39.3K 0.03%
255
160
$39K 0.03%
157
161
$38.8K 0.03%
678
162
$38.3K 0.03%
604
-136
163
$37.7K 0.03%
+2,135
164
$37.5K 0.03%
1,280
165
$36.8K 0.03%
569
166
$35.7K 0.03%
527
-198
167
$35.1K 0.03%
538
168
$34.3K 0.03%
691
-88
169
$34.1K 0.03%
300
170
$34.1K 0.03%
200
171
$34.1K 0.03%
627
-26
172
$33.8K 0.03%
1,000
-350
173
$33.6K 0.03%
1,050
174
$33.4K 0.03%
18
175
$32.1K 0.03%
105
5 6
7
8 9