APSP

Asset Planning Services (Pennsylvania) Portfolio holdings

AUM $216M
1-Year Est. Return 17.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$1.43M
3
+$1.21M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$949K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$864K

Top Sells

1
+$204K
2
+$188K
3
+$150K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$128K
5
LH icon
Labcorp
LH
+$109K

Sector Composition

1 Healthcare 11.38%
2 Consumer Discretionary 0.99%
3 Technology 0.88%
4 Financials 0.75%
5 Industrials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7K ﹤0.01%
125
227
$6K ﹤0.01%
115
228
$6K ﹤0.01%
+93
229
$6K ﹤0.01%
100
230
$6K ﹤0.01%
154
231
$6K ﹤0.01%
149
-173
232
$6K ﹤0.01%
+162
233
$6K ﹤0.01%
50
234
$6K ﹤0.01%
190
235
$6K ﹤0.01%
128
236
$5K ﹤0.01%
225
237
$5K ﹤0.01%
66
238
$5K ﹤0.01%
132
239
$5K ﹤0.01%
+73
240
$5K ﹤0.01%
119
241
$5K ﹤0.01%
131
242
$4K ﹤0.01%
125
243
$4K ﹤0.01%
201
244
$4K ﹤0.01%
500
245
$4K ﹤0.01%
43
+38
246
$4K ﹤0.01%
204
247
$4K ﹤0.01%
228
-399
248
$4K ﹤0.01%
81
249
$3K ﹤0.01%
150
250
$3K ﹤0.01%
24
8 9
10
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