- New Purchases: AMZN,
- Added Positions: XLF, XLI, VEA, VTV, VUG, VO, VWO, SPY, TSLA, MSFT,
- Reduced Positions: IVE, QQQ, DIS,
- Sold Out: PYPL,
For the details of APPROPRIATE BALANCE FINANCIAL SERVICES INC.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=APPROPRIATE+BALANCE+FINANCIAL+SERVICES+INC.
These are the top 5 holdings of APPROPRIATE BALANCE FINANCIAL SERVICES INC.- SPDR Select Sector Fund - Financial (XLF) - 11,235 shares, 23.28% of the total portfolio. Shares added by 3.05%
- iShares Core S&P Small-Cap (IJR) - 16,804 shares, 12.25% of the total portfolio. Shares added by 0.60%
- PowerShares QQQ Trust Series 1 (QQQ) - 28,109 shares, 10.44% of the total portfolio. Shares reduced by 1.3%
- Vanguard FTSE Developed Markets (VEA) - 6,928 shares, 8.57% of the total portfolio. Shares added by 4.59%
- SPDR Select Sector Fund - Industrial (XLI) - 10,802 shares, 8.11% of the total portfolio. Shares added by 5.04%
Appropriate Balance Financial Services Inc. initiated holdings in Amazon.com Inc. The purchase prices were between $884.67 and $1011.34, with an estimated average price of $952.86. The stock is now traded at around $1037.61. The impact to the portfolio due to this purchase was 0.07%. The holdings were 1,376 shares as of 2017-06-30.
Added: Vanguard Growth ETF - DNQ (VUG)Appropriate Balance Financial Services Inc. added to the holdings in Vanguard Growth ETF - DNQ by 32.88%. The purchase prices were between $120.3 and $129.67, with an estimated average price of $125.56. The stock is now traded at around $131.01. The impact to the portfolio due to this purchase was 0.24%. The holdings were 2,457 shares as of 2017-06-30.
Added: Tesla Inc (TSLA)Appropriate Balance Financial Services Inc. added to the holdings in Tesla Inc by 32.17%. The purchase prices were between $278.3 and $383.45, with an estimated average price of $328.86. The stock is now traded at around $339.53. The impact to the portfolio due to this purchase was 0.03%. The holdings were 793 shares as of 2017-06-30.
Sold Out: PayPal Holdings Inc (PYPL)Appropriate Balance Financial Services Inc. sold out the holdings in PayPal Holdings Inc. The sale prices were between $42.49 and $54.39, with an estimated average price of $48.98.
Here is the complete portfolio of APPROPRIATE BALANCE FINANCIAL SERVICES INC.. Also check out:
1. APPROPRIATE BALANCE FINANCIAL SERVICES INC.'s Undervalued Stocks
2. APPROPRIATE BALANCE FINANCIAL SERVICES INC.'s Top Growth Companies, and
3. APPROPRIATE BALANCE FINANCIAL SERVICES INC.'s High Yield stocks
4. Stocks that APPROPRIATE BALANCE FINANCIAL SERVICES INC. keeps buying
