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
$156M
AUM Growth
+$7.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Sells

1 +$346K
2 +$239K
3 +$209K
4
VUG icon
Vanguard Growth ETF
VUG
+$171K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$153K

Sector Composition

1 Healthcare 7.57%
2 Consumer Discretionary 1.02%
3 Technology 0.97%
4 Financials 0.81%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$6K ﹤0.01%
150
252
$6K ﹤0.01%
131
253
$6K ﹤0.01%
132
254
$6K ﹤0.01%
300
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$6K ﹤0.01%
100
-2,007
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$6K ﹤0.01%
49
257
$6K ﹤0.01%
190
258
$6K ﹤0.01%
128
259
$5K ﹤0.01%
132
260
$5K ﹤0.01%
100
261
$5K ﹤0.01%
61
+1
262
$5K ﹤0.01%
200
263
$5K ﹤0.01%
81
264
$4K ﹤0.01%
66
265
$4K ﹤0.01%
119
266
$4K ﹤0.01%
125
267
$4K ﹤0.01%
154
268
$4K ﹤0.01%
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$4K ﹤0.01%
500
270
$4K ﹤0.01%
204
-658
271
$4K ﹤0.01%
200
272
$4K ﹤0.01%
23
273
$4K ﹤0.01%
55
274
$3K ﹤0.01%
150
275
$3K ﹤0.01%
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