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
$204M
AUM Growth
+$9.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.4M
3
+$1.34M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.24M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$993K

Top Sells

1
+$2.12M
2
+$678K
3
+$317K
4
VTV icon
Vanguard Value ETF
VTV
+$177K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$129K

Sector Composition

1 Healthcare 10.05%
2 Consumer Discretionary 0.78%
3 Technology 0.74%
4 Financials 0.48%
5 Consumer Staples 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2K ﹤0.01%
165
252
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54
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$1K ﹤0.01%
11
254
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+11
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195
256
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18
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10
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7
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35
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27
+6
261
$1K ﹤0.01%
150
262
$1K ﹤0.01%
4
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4
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$0 ﹤0.01%
4
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– –
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$0 ﹤0.01%
16
274
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275
$0 ﹤0.01%
+23
8 9 10
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