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
176
$17K 0.01%
631
-589
177
$16K 0.01%
5,000
178
$15K 0.01%
407
+6
179
$14K 0.01%
200
180
$14K 0.01%
60
181
$14K 0.01%
288
182
$14K 0.01%
125
183
$13K 0.01%
1,205
184
$13K 0.01%
390
185
$13K 0.01%
289
186
$13K 0.01%
626
+9
187
$13K 0.01%
2,000
188
$13K 0.01%
245
189
$13K 0.01%
195
190
$13K 0.01%
550
191
$12K 0.01%
660
192
$12K 0.01%
239
193
$12K 0.01%
+190
194
$12K 0.01%
78
195
$11K 0.01%
300
196
$11K 0.01%
252
197
$11K 0.01%
431
+4
198
$11K 0.01%
100
199
$10K ﹤0.01%
67
-33
200
$10K ﹤0.01%
787
+10
6 7
8
9 10