APSP

Asset Planning Services (Pennsylvania) Portfolio holdings

AUM $216M
1-Year Est. Return 17.3%
This Quarter Est. Return
1 Year Est. Return
+17.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
+$6.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$511K
2
+$385K
3
+$369K
4
KMB icon
Kimberly-Clark
KMB
+$256K
5
GLW icon
Corning
GLW
+$230K

Top Sells

1
+$297K
2
+$271K
3
+$265K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$149K
5
DVY icon
iShares Select Dividend ETF
DVY
+$136K

Sector Composition

1 Healthcare 7.17%
2 Technology 1.83%
3 Financials 1.43%
4 Industrials 1.21%
5 Consumer Discretionary 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5K ﹤0.01%
+950
227
$5K ﹤0.01%
87
228
$5K ﹤0.01%
190
229
$4K ﹤0.01%
119
230
$4K ﹤0.01%
125
231
$4K ﹤0.01%
268
+3
232
$4K ﹤0.01%
200
233
$4K ﹤0.01%
85
-115
234
$4K ﹤0.01%
100
235
$4K ﹤0.01%
252
236
$4K ﹤0.01%
45
237
$4K ﹤0.01%
36
238
$3K ﹤0.01%
150
239
$3K ﹤0.01%
74
240
$3K ﹤0.01%
37
+1
241
$3K ﹤0.01%
150
242
$3K ﹤0.01%
500
243
$3K ﹤0.01%
150
244
$3K ﹤0.01%
222
245
$3K ﹤0.01%
38
246
$3K ﹤0.01%
100
247
$2K ﹤0.01%
600
248
$2K ﹤0.01%
150
249
$2K ﹤0.01%
24
250
$2K ﹤0.01%
83
7 8 9
10
11