ABFS
Appropriate Balance Financial Services Portfolio holdings
AUM
$2.01M
1-Year Est. Return
19.83%
1 Year Est. Return
+19.83%
AUM
$2.01M
AUM Growth
+$42.4K
(+2.2%)
Holding
30
Top Buys
| 1 | +$33.4K | |
| 2 | +$14K | |
| 3 | +$12.8K | |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$12.8K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$9.86K |
Top Sells
| 1 | +$1.02K | |
| 2 | +$503 | |
| 3 | +$234 | |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$178 |
| 5 |
Tesla
TSLA
|
+$103 |
Sector Composition
| 1 | Consumer Discretionary | 1.2% |
| 2 | Technology | 1.11% |
| 3 | Communication Services | 0.92% |
| 4 | Healthcare | 0.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Vanguard Small-Cap ETF
VB
$66.2B
| $1.64K | 0.08% |
231
-25
|
|
||
27
Amazon
AMZN
$2.6T
| $1.5K | 0.07% |
28,840
+1,320
|
|
||
28
Alphabet (Google) Class A
GOOGL
$3.44T
| $1.32K | 0.07% |
25,780
+2,460
|
|
||
29
Intuitive Surgical
ISRG
$194B
| $775 | 0.04% |
7,290
+1,305
|
|
||
30
Booking.com
BKNG
$158B
| $319 | 0.02% |
584
+3
|
|