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
$217M
AUM Growth
+$8.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Sells

1 +$3.03M
2 +$1.9M
3 +$929K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$612K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$566K

Sector Composition

1 Healthcare 5.99%
2 Technology 1.18%
3 Consumer Discretionary 0.8%
4 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-15,421