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
176
$32.5K 0.02%
+85
177
$32.5K 0.02%
+200
178
$31.1K 0.02%
+93
179
$31K 0.02%
+569
180
$30.8K 0.02%
+385
181
$30.8K 0.02%
+610
182
$30.5K 0.02%
+1,200
183
$29.5K 0.02%
+390
184
$29.3K 0.02%
+500
185
$29.1K 0.02%
+637
186
$28.6K 0.02%
+50
187
$28.5K 0.02%
+600
188
$27.9K 0.02%
+200
189
$26.5K 0.02%
+406
190
$25.9K 0.02%
+355
191
$25.3K 0.02%
+665
192
$24.7K 0.02%
+865
193
$24.5K 0.02%
+400
194
$24.2K 0.02%
+1,658
195
$24.1K 0.02%
+145
196
$23.6K 0.02%
+139
197
$23.4K 0.02%
+164
198
$23.3K 0.02%
+200
199
$22.7K 0.02%
+625
200
$22.4K 0.02%
+99