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
$204M
AUM Growth
+$9.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.4M
3
+$1.34M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.24M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$993K

Top Sells

1
+$2.12M
2
+$678K
3
+$317K
4
VTV icon
Vanguard Value ETF
VTV
+$177K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$129K

Sector Composition

1 Healthcare 10.05%
2 Consumer Discretionary 0.78%
3 Technology 0.74%
4 Financials 0.48%
5 Consumer Staples 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$51K 0.02%
3,012
127
$51K 0.02%
200
128
$49K 0.02%
500
129
$49K 0.02%
3,383
130
$49K 0.02%
1,530
131
$46K 0.02%
469
132
$46K 0.02%
581
+7
133
$45K 0.02%
563
+7
134
$45K 0.02%
414
-298
135
$44K 0.02%
330
136
$43K 0.02%
1,008
+3
137
$41K 0.02%
392
138
$41K 0.02%
300
139
$40K 0.02%
1,704
+464
140
$40K 0.02%
784
-248
141
$39K 0.02%
3,564
+18
142
$38K 0.02%
343
143
$38K 0.02%
2,035
+57
144
$37K 0.02%
1,345
+10
145
$37K 0.02%
1,377
146
$37K 0.02%
465
147
$35K 0.02%
542
+4
148
$33K 0.02%
445
+4
149
$31K 0.02%
243
+2
150
$31K 0.02%
436
+2
4 5
6
7 8