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
$179M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$83.5K
2
+$65K
3
+$59.1K
4
AMZN icon
Amazon
AMZN
+$54.1K
5
RTX icon
RTX Corp
RTX
+$51.2K

Top Sells

1
+$5.15M
2
+$241K
3
+$210K
4
PSA icon
Public Storage
PSA
+$180K
5
JPM icon
JPMorgan Chase
JPM
+$113K

Sector Composition

1 Technology 31.51%
2 Industrials 13.14%
3 Financials 11.94%
4 Energy 9.37%
5 Healthcare 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.57%
6,239
27
$873K 0.49%
2,075
28
$844K 0.47%
1,614
-460
29
$671K 0.38%
27,244
-1,600
30
$526K 0.29%
110,284
-200
31
$487K 0.27%
17,931
-1,260
32
$399K 0.22%
898
-30
33
$323K 0.18%
1,550
34
$241K 0.13%
1,407
+1
35
$223K 0.12%
10,000
36
– –
-83,163
1
2