APSP
Asset Planning Services (Pennsylvania) Portfolio holdings
AUM
$216M
This Quarter Return
-1.26%
1 Year Return
+17.3%
3 Year Return
+62.13%
5 Year Return
+79.34%
10 Year Return
–
AUM
$195M
AUM Growth
+$195M
(+0.47%)
Cap. Flow
+$3.51M
Cap. Flow
% of AUM
1.8%
Top 10 Holdings %
Top 10 Hldgs %
62.07%
Holding
298
New
12
Increased
86
Reduced
65
Closed
16
Top Buys
Top Sells
| 1 |
Merck
MRK
|
$983K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$351K |
| 3 |
Apple
AAPL
|
$302K |
| 4 |
Vanguard Growth ETF
VUG
|
$260K |
| 5 |
SPDR S&P Dividend ETF
SDY
|
$238K |
Sector Composition
| 1 | Healthcare | 10.77% |
| 2 | Consumer Discretionary | 0.9% |
| 3 | Technology | 0.67% |
| 4 | Financials | 0.6% |
| 5 | Consumer Staples | 0.23% |
