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APSP
Asset Planning Services (Pennsylvania) Portfolio holdings
AUM
$216M
1-Year Est. Return
17.28%
This Fund
S&P 500
1 Year Est. Return
+17.28%
AUM
$231M
AUM Growth
+$3.67M
(+1.6%)
Holding
294
Top Buys
| 1 | +$1.16M | |
| 2 | +$700K | |
| 3 | +$540K | |
| 4 |
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$539K |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$428K |
Top Sells
| 1 | +$922K | |
| 2 | +$408K | |
| 3 | +$124K | |
| 4 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
+$121K |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
+$117K |
Sector Composition
| 1 | Healthcare | 6.42% |
| 2 | Technology | 0.81% |
| 3 | Consumer Discretionary | 0.63% |
| 4 | Financials | 0.4% |
| 5 | Consumer Staples | 0.19% |