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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
$195M
AUM Growth
+$903K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.47M
3
+$941K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$866K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$702K

Top Sells

1
+$1.02M
2
+$364K
3
+$310K
4
VUG icon
Vanguard Growth ETF
VUG
+$268K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$244K

Sector Composition

1 Healthcare 10.77%
2 Consumer Discretionary 0.9%
3 Technology 0.67%
4 Financials 0.6%
5 Consumer Staples 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
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-600
277
$0 ﹤0.01%
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278
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-8
279
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281
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282
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-815
283
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284
$0 ﹤0.01%
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285
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286
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288
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289
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-2,000
290
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4
291
$0 ﹤0.01%
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16
293
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-583
294
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52
295
$0 ﹤0.01%
4
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$0 ﹤0.01%
100
297
$0 ﹤0.01%
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298
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8 9 10 11
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