APSI

Asset Planning Services Inc Portfolio holdings

AUM $237M
1-Year Est. Return 29.73%
This Quarter Est. Return
1 Year Est. Return
+29.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$435K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$303K
2
+$221K
3
+$177K
4
XOM icon
Exxon Mobil
XOM
+$104K
5
CSCO icon
Cisco
CSCO
+$74.1K

Top Sells

1
+$287K
2
+$265K
3
+$247K
4
MSFT icon
Microsoft
MSFT
+$236K
5
AEP icon
American Electric Power
AEP
+$155K

Sector Composition

1 Technology 18.35%
2 Industrials 12.99%
3 Energy 11.47%
4 Communication Services 9.72%
5 Financials 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.88M 2.52%
27,897
-887
27
$3.51M 2.28%
46,188
+230
28
$3.5M 2.27%
16,095
-630
29
$2.83M 1.84%
69,245
-2,240
30
$1.69M 1.1%
23,705
-1,854
31
$1.13M 0.73%
23,705
-1,854
32
$1.04M 0.67%
87,990
+3,720
33
$970K 0.63%
7,802
34
$874K 0.57%
50,120
+1,300
35
$628K 0.41%
22,445
-3,030
36
$510K 0.33%
2,450
37
$452K 0.29%
10,960
+1,613
38
$369K 0.24%
1,242
39
$265K 0.17%
2,370
40
$221K 0.14%
+11,736
1
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