AFA

Abacus FCF Advisors Portfolio holdings

AUM $766M
1-Year Est. Return 28.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$344M
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1 +$11.6M
2 +$5.79M
3 +$5.04M
4
UNH icon
UnitedHealth
UNH
+$4.1M
5
V icon
Visa
V
+$3.83M

Top Sells

1 +$5.29M
2 +$2.18M
3 +$2.06M
4
CVX icon
Chevron
CVX
+$1.92M
5
KO icon
Coca-Cola
KO
+$1.87M

Sector Composition

1 Technology 40.76%
2 Healthcare 14.57%
3 Consumer Discretionary 10.66%
4 Industrials 8.44%
5 Financials 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-2,665
177
-1,421
178
-4,057
179
-3,349
180
-8,213
181
-3,381
182
-13,356
183
-8,014
184
-16,351
185
-13,136
186
-1,083
187
-3,222
188
-2,905
189
-247
190
-2,982
191
-3,943
192
-18,585
193
-4,760
194
-1,594
195
-539
196
-31,685
197
-4,329
198
-416