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
$216M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1 +$2.46M
2 +$1.73M
3 +$1.45M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$932K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$815K

Top Sells

1 +$12M
2 +$390K
3 +$86.4K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$68.6K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$52.6K

Sector Composition

1 Healthcare 6.99%
2 Technology 0.74%
3 Consumer Discretionary 0.68%
4 Financials 0.41%
5 Consumer Staples 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$10K ﹤0.01%
245
202
$10K ﹤0.01%
82
203
$9K ﹤0.01%
1,049
+17
204
$9K ﹤0.01%
188
205
$9K ﹤0.01%
5,000
206
$8K ﹤0.01%
50
207
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69
208
$8K ﹤0.01%
95
209
$8K ﹤0.01%
662
+15
210
$8K ﹤0.01%
+280
211
$8K ﹤0.01%
475
212
$7K ﹤0.01%
152
-498
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$7K ﹤0.01%
50
214
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58
215
$7K ﹤0.01%
375
216
$7K ﹤0.01%
+137
217
$7K ﹤0.01%
137
218
$7K ﹤0.01%
60
219
$7K ﹤0.01%
524
220
$6K ﹤0.01%
150
221
$6K ﹤0.01%
500
222
$6K ﹤0.01%
300
223
$6K ﹤0.01%
121
+1
224
$6K ﹤0.01%
201
225
$6K ﹤0.01%
35