APSP
Asset Planning Services (Pennsylvania) Portfolio holdings
AUM
$216M
This Quarter Return
-0.9%
1 Year Return
+17.3%
3 Year Return
+62.13%
5 Year Return
+79.34%
10 Year Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
61.51%
Holding
252
New
252
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$12.3M |
| 2 |
Merck
MRK
|
$8.74M |
| 3 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$8.05M |
| 4 |
Vanguard Growth ETF
VUG
|
$8.04M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$6.22M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 10.07% |
| 2 | Consumer Discretionary | 1.1% |
| 3 | Technology | 0.96% |
| 4 | Financials | 0.53% |
| 5 | Industrials | 0.37% |
