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
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$8.74M
3
+$8.05M
4
VUG icon
Vanguard Growth ETF
VUG
+$8.04M
5
VOO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$11K 0.01%
+250
177
$11K 0.01%
+195
178
$10K 0.01%
+300
179
$10K 0.01%
+120
180
$10K 0.01%
+113
181
$10K 0.01%
+60
182
$10K 0.01%
+280
183
$10K 0.01%
+723
184
$10K 0.01%
+50
185
$9K 0.01%
+114
186
$9K 0.01%
+54
187
$9K 0.01%
+100
188
$9K 0.01%
+663
189
$8K 0.01%
+150
190
$8K 0.01%
+80
191
$8K 0.01%
+300
192
$7K 0.01%
+173
193
$7K 0.01%
+148
194
$7K 0.01%
+200
195
$7K 0.01%
+125
196
$7K 0.01%
+106
197
$6K 0.01%
+68
198
$6K 0.01%
+137
199
$6K 0.01%
+58
200
$6K 0.01%
+108
6 7
8
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