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
176
$31K 0.02%
357
+2
177
$30.8K 0.02%
1,690
178
$30.4K 0.02%
703
179
$29.4K 0.02%
200
180
$29.3K 0.02%
+474
181
$29.3K 0.02%
610
182
$29.3K 0.02%
1,000
183
$29.1K 0.02%
200
184
$29K 0.02%
145
185
$28.7K 0.02%
637
186
$28.3K 0.02%
500
187
$28K 0.02%
385
188
$27.7K 0.02%
406
189
$27.5K 0.02%
600
190
$27.3K 0.02%
50
191
$25.2K 0.02%
665
192
$25K 0.02%
93
193
$24.7K 0.02%
625
194
$24.4K 0.02%
100
195
$24.1K 0.02%
200
196
$24.1K 0.02%
85
197
$24K 0.02%
400
198
$24K 0.02%
99
199
$24K 0.02%
140
+1
200
$23.5K 0.02%
865
6 7
8
9 10