API

Asset Planning Inc Portfolio holdings

AUM $142M
1-Year Est. Return 18.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$5.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1 +$253K
2 +$82.6K
3 +$75.7K
4
TJX icon
TJX Companies
TJX
+$72.7K
5
CAT icon
Caterpillar
CAT
+$47.7K

Sector Composition

1 Consumer Discretionary 17.76%
2 Industrials 15.27%
3 Healthcare 13.79%
4 Technology 12.03%
5 Financials 11.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$18.8K 0.01%
153
+1
202
$18.6K 0.01%
5
203
$18.1K 0.01%
1,658
204
$18K 0.01%
241
+3
205
$16.9K 0.01%
208
206
$16.8K 0.01%
200
207
$16.5K 0.01%
156
208
$15.9K 0.01%
520
+6
209
$15.8K 0.01%
126
210
$15.6K 0.01%
201
211
$15.4K 0.01%
700
212
$15.3K 0.01%
207
213
$15K 0.01%
735
+6
214
$14.7K 0.01%
300
215
$13.5K 0.01%
22
216
$13.5K 0.01%
+200
217
$13.1K 0.01%
517
+5
218
$12.9K 0.01%
107
219
$12.9K 0.01%
350
220
$12.6K 0.01%
376
+10
221
$12.5K 0.01%
299
222
$11.8K 0.01%
158
+1
223
$11.7K 0.01%
69
224
$11.5K 0.01%
1,000
225
$10.6K 0.01%
1,000