FS
Financially Speaking Portfolio holdings
AUM
$20.6M
1-Year Est. Return
24.93%
This Fund
S&P 500
1 Year Est. Return
+24.93%
AUM
$20.6M
AUM Growth
-$134M
(-87%)
Holding
183
Top Buys
| 1 | +$870K | |
| 2 | +$73.3K | |
| 3 | +$36.4K | |
| 4 |
iShares Semiconductor ETF
SOXX
|
+$8.53K |
| 5 |
State Street SPDR S&P Aerospace & Defense ETF
XAR
|
+$5.48K |
Top Sells
| 1 | +$32.6M | |
| 2 | +$27.8M | |
| 3 | +$9.97M | |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$7.22M |
| 5 |
Invesco S&P 100 Equal Weight ETF
EQWL
|
+$4.94M |
Sector Composition
| 1 | Technology | 6.83% |
| 2 | Energy | 2.81% |
| 3 | Healthcare | 2.69% |
| 4 | Consumer Staples | 2.55% |
| 5 | Industrials | 2.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Amplify Junior Silver Miners ETF
SILJ
$3.88B
| – | – |
-32,990
|
|
||
152
Semtech
SMTC
$8.79B
| – | – |
-250
|
|