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
$208M
AUM Growth
-$9.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 5.14%
2 Technology 1.39%
3 Consumer Discretionary 0.72%
4 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,190