- New Purchases: SHOP,
- Added Positions: XLF, IJR, XLK, XLI, VEA, VWO, QQQ, VTV, SPY, VUG,
- Reduced Positions: SBUX, DIS, VB, TSLA,
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) - 12,098 shares, 23.39% of the total portfolio. Shares added by 7.68%
- iShares Core S&P Small-Cap (IJR) - 17,846 shares, 12.02% of the total portfolio. Shares added by 6.20%
- PowerShares QQQ Trust Series 1 (QQQ) - 29,211 shares, 10.04% of the total portfolio. Shares added by 3.92%
- Vanguard FTSE Developed Markets (VEA) - 7,356 shares, 8.47% of the total portfolio. Shares added by 6.18%
- SPDR Select Sector Fund - Industrial (XLI) - 11,711 shares, 8.25% of the total portfolio. Shares added by 8.42%
Appropriate Balance Financial Services Inc. initiated holdings in Shopify Inc. The purchase prices were between $86 and $122.94, with an estimated average price of $102.01. The stock is now traded at around $90.21. The impact to the portfolio due to this purchase was 0.28%. The holdings were 653 shares as of 2017-09-30.
Added: Vanguard Growth (VUG)Appropriate Balance Financial Services Inc. added to the holdings in Vanguard Growth by 23.57%. The purchase prices were between $125.96 and $133.25, with an estimated average price of $130.41. The stock is now traded at around $134.20. The impact to the portfolio due to this purchase was 0.22%. The holdings were 3,036 shares as of 2017-09-30.
Added: Microsoft Corp (MSFT)Appropriate Balance Financial Services Inc. added to the holdings in Microsoft Corp by 24.88%. The purchase prices were between $68.17 and $75.44, with an estimated average price of $72.96. The stock is now traded at around $76.29. The impact to the portfolio due to this purchase was 0.11%. The holdings were 803 shares as of 2017-09-30.
Added: Alibaba Group Holding Ltd (BABA)Appropriate Balance Financial Services Inc. added to the holdings in Alibaba Group Holding Ltd by 60.11%. The purchase prices were between $140.99 and $180.07, with an estimated average price of $161.93. The stock is now traded at around $183.62. The impact to the portfolio due to this purchase was 0.09%. The holdings were 855 shares as of 2017-09-30.
Added: Netflix Inc (NFLX)Appropriate Balance Financial Services Inc. added to the holdings in Netflix Inc by 30.34%. The purchase prices were between $146.17 and $189.08, with an estimated average price of $173.84. The stock is now traded at around $194.69. The impact to the portfolio due to this purchase was 0.06%. The holdings were 915 shares as of 2017-09-30.
Added: Intuitive Surgical Inc (ISRG)Appropriate Balance Financial Services Inc. added to the holdings in Intuitive Surgical Inc by 21.80%. The purchase prices were between $307.22 and $348.79, with an estimated average price of $326.71. The stock is now traded at around $355.50. The impact to the portfolio due to this purchase was 0.01%. The holdings were 2,430 shares as of 2017-09-30.
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