APSP
Asset Planning Services (Pennsylvania) Portfolio holdings
AUM
$216M
This Quarter Return
+2.43%
1 Year Return
+17.3%
3 Year Return
+62.13%
5 Year Return
+79.34%
10 Year Return
–
AUM
$204M
AUM Growth
+$204M
(+5.1%)
Cap. Flow
+$5.14M
Cap. Flow
% of AUM
2.51%
Top 10 Holdings %
Top 10 Hldgs %
62.71%
Holding
292
New
9
Increased
93
Reduced
42
Closed
14
Top Buys
Top Sells
| 1 |
Merck
MRK
|
$2.12M |
| 2 |
Labcorp
LH
|
$678K |
| 3 |
Vanguard Growth ETF
VUG
|
$317K |
| 4 |
Vanguard Value ETF
VTV
|
$177K |
| 5 |
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% |
