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
201
$23.2K 0.02%
164
202
$22K 0.02%
630
-1,797
203
$21.7K 0.02%
1,658
204
$21K 0.02%
238
+2
205
$20.3K 0.02%
1,875
206
$20.1K 0.02%
706
+7
207
$19.1K 0.02%
5
208
$18.6K 0.01%
294
209
$18.5K 0.01%
729
+5
210
$17.2K 0.01%
126
211
$16.9K 0.01%
76
212
$16.7K 0.01%
207
213
$16.7K 0.01%
208
+8
214
$16.5K 0.01%
200
215
$15.5K 0.01%
700
216
$14.8K 0.01%
512
+4
217
$14.7K 0.01%
514
+6
218
$14K 0.01%
750
219
$13.2K 0.01%
152
220
$12.7K 0.01%
350
221
$12.5K 0.01%
156
222
$12.4K 0.01%
201
223
$12.2K 0.01%
22
224
$11.9K 0.01%
113
225
$11.9K 0.01%
107
7 8
9
10 11