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
$115M
AUM Growth
+$5.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Sells

1 +$530K
2 +$256K
3 +$206K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$192K
5
MCBC
Macatawa Bank Corp
MCBC
+$150K

Sector Composition

1 Healthcare 6.77%
2 Technology 1.7%
3 Financials 1.26%
4 Industrials 1.1%
5 Consumer Discretionary 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$0 ﹤0.01%
1
302
$0 ﹤0.01%
171