AFA

Abacus FCF Advisors Portfolio holdings

AUM $714M
1-Year Est. Return 34.66%
This Quarter Est. Return
1 Year Est. Return
+34.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$203M
AUM Growth
-$2.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$1.52M
3
+$1.27M
4
SPG icon
Simon Property Group
SPG
+$1.21M
5
MSFT icon
Microsoft
MSFT
+$1.19M

Top Sells

1
+$1.96M
2
+$1.59M
3
+$1.49M
4
AAPL icon
Apple
AAPL
+$1.43M
5
SGI
Somnigroup International
SGI
+$1.14M

Sector Composition

1 Technology 33.78%
2 Financials 15.73%
3 Healthcare 11.86%
4 Consumer Discretionary 9.26%
5 Industrials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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140
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