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
201
$22.4K 0.02%
+100
202
$22.2K 0.02%
+201
203
$21.5K 0.02%
+236
204
$20.7K 0.02%
+1,875
205
$20.1K 0.02%
+294
206
$19.7K 0.02%
+724
207
$19.3K 0.01%
+126
208
$19.1K 0.01%
+699
209
$18.5K 0.01%
+76
210
$18.3K 0.01%
+644
211
$17.8K 0.01%
+292
212
$17.3K 0.01%
+750
213
$16.9K 0.01%
+200
214
$16.2K 0.01%
+207
215
$16K 0.01%
+5
216
$16K 0.01%
+200
217
$15.4K 0.01%
+1,033
218
$15.3K 0.01%
+700
219
$13.8K 0.01%
+155
220
$13.8K 0.01%
+508
221
$13.6K 0.01%
+65
222
$13K 0.01%
+508
223
$12.9K 0.01%
+69
224
$12.8K 0.01%
+152
225
$12.7K 0.01%
+22