FS
Ferguson Shapiro Portfolio holdings
AUM
$328M
1-Year Est. Return
10.94%
This Fund
S&P 500
1 Year Est. Return
+10.94%
AUM
$328M
AUM Growth
+$3.32M
(+1%)
Holding
103
Top Buys
| 1 | +$20.5M | |
| 2 | +$10.3M | |
| 3 | +$8.14M | |
| 4 |
Return Stacked Global Stocks & Bonds ETF
RSSB
|
+$4.1M |
| 5 |
First Trust Expanded Technology ETF
XPND
|
+$1.97M |
Top Sells
| 1 | +$18.5M | |
| 2 | +$10.6M | |
| 3 | +$3.16M | |
| 4 |
WisdomTree India Earnings Fund ETF
EPI
|
+$3.1M |
| 5 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$2.85M |
Sector Composition
| 1 | Technology | 2.65% |
| 2 | Consumer Discretionary | 1.62% |
| 3 | Healthcare | 1.28% |
| 4 | Materials | 0.6% |
| 5 | Industrials | 0.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
SouthState Bank Corp
SSB
$9.25B
| – | – |
-13,000
|
|
||
102
State Street Financial Select Sector SPDR ETF
XLF
$49.8B
| – | – |
-8,599
|
|
||
103
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.4B
| – | – |
-2,900
|
|