FS
Financially Speaking Portfolio holdings
AUM
$155M
1-Year Est. Return
24.62%
This Fund
S&P 500
1 Year Est. Return
+24.62%
AUM
$152M
AUM Growth
+$265K
(+0.17%)
Holding
184
Top Buys
| 1 | +$9.5M | |
| 2 | +$8.35M | |
| 3 | +$5.61M | |
| 4 |
VanEck Junior Gold Miners ETF
GDXJ
|
+$5.17M |
| 5 |
Schwab International Small-Cap Equity ETF
SCHC
|
+$5M |
Top Sells
| 1 | +$6.88M | |
| 2 | +$5.24M | |
| 3 | +$5.16M | |
| 4 |
Fidelity Low Duration Bond Factor ETF
FLDR
|
+$3.89M |
| 5 |
JPMorgan US Tech Leaders ETF
JTEK
|
+$2.5M |
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
$89.6B
| – | – |
-224
|
|
||
|
ETHE
152
Grayscale Ethereum Staking ETF Shares
ETHE
$1.78B
| – | – |
-275
|
|