ABP

Arthur B. Page Portfolio holdings

AUM $97.2M
1-Year Est. Return 25.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
-$5.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1 +$423K
2 +$269K
3 +$124K
4
AMT icon
American Tower
AMT
+$101K
5
RTX icon
RTX Corp
RTX
+$89.6K

Top Sells

1 +$578K
2 +$572K
3 +$423K
4
MSFT icon
Microsoft
MSFT
+$328K
5
EOG icon
EOG Resources
EOG
+$262K

Sector Composition

1 Healthcare 24.4%
2 Technology 19.28%
3 Industrials 11.35%
4 Consumer Staples 8.99%
5 Consumer Discretionary 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$222K 0.17%
4,180
52
-2,609
53
-3,145