Appropriate Balance Financial Services Inc. Buys Shopify Inc, Vanguard Growth, Microsoft Corp

Investment company Appropriate Balance Financial Services Inc. buys Shopify Inc, Vanguard Growth, Microsoft Corp, Alibaba Group Holding, Netflix Inc, Intuitive Surgical Inc during the 3-months ended 2017-09-30, according to the most recent filings of the investment company, Appropriate Balance Financial Services Inc.. As of 2017-09-30, Appropriate Balance Financial Services Inc. owns 29 stocks with a total value of $2 billion. These are the details of the buys and sells.

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.
  1. SPDR Select Sector Fund - Financial (XLF) - 12,098 shares, 23.39% of the total portfolio. Shares added by 7.68%
  2. iShares Core S&P Small-Cap (IJR) - 17,846 shares, 12.02% of the total portfolio. Shares added by 6.20%
  3. PowerShares QQQ Trust Series 1 (QQQ) - 29,211 shares, 10.04% of the total portfolio. Shares added by 3.92%
  4. Vanguard FTSE Developed Markets (VEA) - 7,356 shares, 8.47% of the total portfolio. Shares added by 6.18%
  5. SPDR Select Sector Fund - Industrial (XLI) - 11,711 shares, 8.25% of the total portfolio. Shares added by 8.42%
New Purchase: Shopify Inc (SHOP)

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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