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
$202M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$259K
2
+$217K
3
+$164K
4
PSA icon
Public Storage
PSA
+$153K
5
JNJ icon
Johnson & Johnson
JNJ
+$138K

Top Sells

1
+$108K
2
+$90.9K
3
+$86.1K
4
JPM icon
JPMorgan Chase
JPM
+$82.2K
5
PFE icon
Pfizer
PFE
+$75.1K

Sector Composition

1 Technology 32.22%
2 Industrials 14.1%
3 Financials 11.3%
4 Healthcare 8.17%
5 Energy 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.53%
6,239
27
$904K 0.45%
1,965
-110
28
$774K 0.38%
30,072
+1,180
29
$753K 0.37%
1,312
-89
30
$509K 0.25%
18,381
+1,050
31
$450K 0.22%
922
+69
32
$350K 0.17%
1,550
33
$328K 0.16%
1,408
+1
34
$270K 0.13%
110,284
35
$257K 0.13%
10,000
1
2