ABP

Arthur B. Page Portfolio holdings

AUM $97.2M
1-Year Est. Return 25.76%
This Quarter Est. Return
1 Year Est. Return
+25.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$569K
2 +$462K
3 +$94K
4
PYPL icon
PayPal
PYPL
+$54K
5
CVS icon
CVS Health
CVS
+$24.6K

Top Sells

1 +$612K
2 +$325K
3 +$324K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$244K
5
UNH icon
UnitedHealth
UNH
+$243K

Sector Composition

1 Healthcare 27.03%
2 Technology 23.41%
3 Industrials 10.9%
4 Consumer Staples 8.94%
5 Consumer Discretionary 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,075
52
-1,340