ABFS
Appropriate Balance Financial Services Portfolio holdings
AUM
$2.01M
1-Year Est. Return
19.83%
This Fund
S&P 500
1 Year Est. Return
+19.83%
AUM
$2.01M
AUM Growth
+$42.4K
(+2.2%)
Holding
30
Top Buys
| 1 | +$274K | |
| 2 | +$158K | |
| 3 | +$142K | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$117K |
| 5 |
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
|
+$97.3K |
Top Sells
| 1 | +$12.1K | |
| 2 | +$4.51K | |
| 3 | +$3.41K | |
| 4 |
Walt Disney
DIS
|
+$2.37K |
| 5 |
Starbucks
SBUX
|
+$1.5K |
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
$72.9B
| $1.64K | 0.08% |
231
-25
|
|
||
27
Amazon
AMZN
$2.35T
| $1.5K | 0.07% |
28,840
+1,320
|
|
||
|
28
Alphabet (Google) Class A
GOOGL
$3.63T
| $1.32K | 0.07% |
25,780
+2,460
|
|
||
29
Intuitive Surgical
ISRG
$178B
| $775 | 0.04% |
7,290
+1,305
|
|
||
30
Booking.com
BKNG
$145B
| $319 | 0.02% |
584
+3
|
|