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
$104M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1 +$876K
2 +$464K
3 +$448K
4
XOM icon
Exxon Mobil
XOM
+$212K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$186K

Sector Composition

1 Healthcare 7.09%
2 Consumer Discretionary 1%
3 Technology 0.87%
4 Financials 0.57%
5 Industrials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$0 ﹤0.01%
4
252
$0 ﹤0.01%
1
253
$0 ﹤0.01%
171
254
-326