FS

Financially Speaking Portfolio holdings

AUM $155M
1-Year Est. Return 24.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$2.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Sells

1 +$15.5M
2 +$10.1M
3 +$8.58M
4
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$6.13M
5
SHLD icon
Global X Defense Tech ETF
SHLD
+$5.66M

Sector Composition

1 Technology 1.71%
2 Healthcare 0.79%
3 Industrials 0.34%
4 Consumer Staples 0.33%
5 Communication Services 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UUUU icon
101
Energy Fuels
UUUU
$4.51B
$4.36K ﹤0.01%
300
SPMO icon
102
Invesco S&P 500 Momentum ETF
SPMO
$13B
$4.18K ﹤0.01%
35
-71,617
GE icon
103
GE Aerospace
GE
$314B
$4K ﹤0.01%
13
HIMS icon
104
Hims & Hers Health
HIMS
$5.65B
$3.25K ﹤0.01%
100
PGR icon
105
Progressive
PGR
$120B
$3.19K ﹤0.01%
14
V icon
106
Visa
V
$591B
$3.16K ﹤0.01%
9
ZETA icon
107
Zeta Global
ZETA
$4.36B
$3.07K ﹤0.01%
151
CRM icon
108
Salesforce
CRM
$178B
$2.91K ﹤0.01%
11
WBD icon
109
Warner Bros
WBD
$67.3B
$2.68K ﹤0.01%
93
FSLR icon
110
First Solar
FSLR
$21B
$2.61K ﹤0.01%
10
GM icon
111
General Motors
GM
$65.4B
$2.52K ﹤0.01%
31
URA icon
112
Global X Uranium ETF
URA
$6.88B
$2.27K ﹤0.01%
53
-35,669
LOCL icon
113
Local Bounti
LOCL
$24.7M
$2.14K ﹤0.01%
+1,000
BTC
114
Grayscale Bitcoin Mini Trust ETF
BTC
$3.11B
$2.13K ﹤0.01%
55
F icon
115
Ford
F
$46.6B
$1.84K ﹤0.01%
140
LUV icon
116
Southwest Airlines
LUV
$19B
$1.57K ﹤0.01%
38
AMC icon
117
AMC Entertainment Holdings
AMC
$577M
$1.56K ﹤0.01%
1,000
NNDM
118
Nano Dimension
NNDM
$366M
$1.54K ﹤0.01%
1,000
PHIN icon
119
Phinia Inc
PHIN
$2.39B
$1.5K ﹤0.01%
24
DHX icon
120
DHI Group
DHX
$99.8M
$1.47K ﹤0.01%
950
UNH icon
121
UnitedHealth
UNH
$256B
$1.32K ﹤0.01%
4
ENTG icon
122
Entegris
ENTG
$16.4B
$1.26K ﹤0.01%
15
NEE icon
123
NextEra Energy
NEE
$193B
$1.04K ﹤0.01%
13
HRL icon
124
Hormel Foods
HRL
$12.5B
$995 ﹤0.01%
42
ETH
125
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.69B
$758 ﹤0.01%
27