FS

Financially Speaking Portfolio holdings

AUM $20.6M
1-Year Est. Return 24.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.93%
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
$5.11B
$4.36K ﹤0.01%
300
SPMO icon
102
Invesco S&P 500 Momentum ETF
SPMO
$15.6B
$4.18K ﹤0.01%
35
-71,617
GE icon
103
GE Aerospace
GE
$302B
$4K ﹤0.01%
13
HIMS icon
104
Hims & Hers Health
HIMS
$6.36B
$3.25K ﹤0.01%
100
PGR icon
105
Progressive
PGR
$119B
$3.19K ﹤0.01%
14
V icon
106
Visa
V
$595B
$3.16K ﹤0.01%
9
ZETA icon
107
Zeta Global
ZETA
$4.34B
$3.07K ﹤0.01%
151
CRM icon
108
Salesforce
CRM
$148B
$2.91K ﹤0.01%
11
WBD icon
109
Warner Bros
WBD
$67.6B
$2.68K ﹤0.01%
93
FSLR icon
110
First Solar
FSLR
$21B
$2.61K ﹤0.01%
10
GM icon
111
General Motors
GM
$71.2B
$2.52K ﹤0.01%
31
URA icon
112
Global X Uranium ETF
URA
$7.56B
$2.27K ﹤0.01%
53
-35,669
LOCL icon
113
Local Bounti
LOCL
$57.9M
$2.14K ﹤0.01%
+1,000
BTC
114
Grayscale Bitcoin Mini Trust ETF
BTC
$3.33B
$2.13K ﹤0.01%
55
F icon
115
Ford
F
$49.7B
$1.84K ﹤0.01%
140
LUV icon
116
Southwest Airlines
LUV
$18.6B
$1.57K ﹤0.01%
38
AMC icon
117
AMC Entertainment Holdings
AMC
$956M
$1.56K ﹤0.01%
1,000
NNDM
118
Nano Dimension
NNDM
$364M
$1.54K ﹤0.01%
1,000
PHIN icon
119
Phinia Inc
PHIN
$2.73B
$1.5K ﹤0.01%
24
DHX icon
120
DHI Group
DHX
$115M
$1.47K ﹤0.01%
950
UNH icon
121
UnitedHealth
UNH
$333B
$1.32K ﹤0.01%
4
ENTG icon
122
Entegris
ENTG
$22B
$1.26K ﹤0.01%
15
NEE icon
123
NextEra Energy
NEE
$201B
$1.04K ﹤0.01%
13
HRL icon
124
Hormel Foods
HRL
$11.7B
$995 ﹤0.01%
42
ETH
125
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.85B
$758 ﹤0.01%
27