FS
Financially Speaking Portfolio holdings
AUM
$152M
1-Year Est. Return
26.54%
1 Year Est. Return
+26.54%
AUM
$152M
AUM Growth
+$265K
(+0.17%)
Holding
184
Top Buys
| 1 | +$10.1M | |
| 2 | +$8.67M | |
| 3 | +$6.66M | |
| 4 |
State Street SPDR S&P Metals & Mining ETF
XME
|
+$6.55M |
| 5 |
Schwab International Small-Cap Equity ETF
SCHC
|
+$5.19M |
Top Sells
| 1 | +$7.01M | |
| 2 | +$5.57M | |
| 3 | +$5.49M | |
| 4 |
Fidelity Low Duration Bond Factor ETF
FLDR
|
+$3.89M |
| 5 |
JPMorgan US Tech Leaders ETF
JTEK
|
+$2.67M |
Sector Composition
| 1 | Financials | 2.41% |
| 2 | Technology | 2.09% |
| 3 | Healthcare | 0.75% |
| 4 | Consumer Staples | 0.37% |
| 5 | Industrials | 0.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Williams Companies
WMB
$73B
| – | – |
-224
|
|
||
|
ETHE
152
Grayscale Ethereum Trust ETF
ETHE
$3.46B
| – | – |
-275
|
|