ABFS
Appropriate Balance Financial Services Portfolio holdings
AUM
$2.01M
1-Year Est. Return
19.83%
1 Year Est. Return
+19.83%
AUM
$1.97M
AUM Growth
-$27.2K
(-1.4%)
Holding
31
Top Buys
| 1 | +$13.5K | |
| 2 | +$7.61K | |
| 3 | +$7.36K | |
| 4 |
Vanguard Value ETF
VTV
|
+$6.36K |
| 5 |
Vanguard Growth ETF
VUG
|
+$4.79K |
Top Sells
| 1 | +$10.7K | |
| 2 | +$3.84K | |
| 3 | +$2.69K | |
| 4 |
Invesco S&P SmallCap 600 Revenue ETF
RWJ
|
+$1.59K |
| 5 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
+$649 |
Sector Composition
| 1 | Consumer Discretionary | 1.18% |
| 2 | Communication Services | 0.9% |
| 3 | Technology | 0.77% |
| 4 | Healthcare | 0.04% |
| 5 | Financials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Amazon
AMZN
$2.6T
| $1.42K | 0.07% |
+27,520
|
|
||
27
Alphabet (Google) Class A
GOOGL
$3.44T
| $1.25K | 0.06% |
23,320
+1,880
|
|
||
28
Intuitive Surgical
ISRG
$194B
| $712 | 0.04% |
5,985
+990
|
|
||
29
Booking.com
BKNG
$158B
| $311 | 0.02% |
581
+21
|
|
||
30
PayPal
PYPL
$62B
| – | – |
-460
|
|