FFS
Fischer Financial Services Portfolio holdings
AUM
$378M
1-Year Est. Return
19.39%
This Fund
S&P 500
1 Year Est. Return
+19.39%
AUM
$378M
AUM Growth
+$6.53M
(+1.8%)
Holding
65
Top Buys
| 1 | +$994K | |
| 2 | +$766K | |
| 3 | +$499K | |
| 4 |
Fidelity MSCI Health Care Index ETF
FHLC
|
+$308K |
| 5 |
Palantir
PLTR
|
+$240K |
Top Sells
| 1 | +$1.75M | |
| 2 | +$828K | |
| 3 | +$746K | |
| 4 |
Fidelity MSCI Financials Index ETF
FNCL
|
+$412K |
| 5 |
Chevron
CVX
|
+$366K |
Sector Composition
| 1 | Technology | 23.23% |
| 2 | Financials | 6.82% |
| 3 | Communication Services | 5.75% |
| 4 | Consumer Discretionary | 3.12% |
| 5 | Consumer Staples | 3.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.79B
| $924K | 0.24% |
23,680
+417
|
|
||
52
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.4B
| $850K | 0.23% |
17,190
+1,465
|
|
||
53
Berkshire Hathaway Class A
BRK.A
$1.04T
| $755K | 0.2% |
1
-1
|
|
||
54
Advanced Micro Devices
AMD
$328B
| $696K | 0.18% |
3,250
|
|
||
55
NetEase
NTES
$72B
| $688K | 0.18% |
5,000
|
|
||
56
Exxon Mobil
XOM
$665B
| $417K | 0.11% |
3,466
-364
|
|
||
57
AbbVie
ABBV
$363B
| $406K | 0.11% |
1,778
+78
|
|
||
58
iShares Core S&P 500 ETF
IVV
$689B
| $401K | 0.11% |
586
|
|
||
59
Vanguard Energy ETF
VDE
$9.83B
| $268K | 0.07% |
2,128
-850
|
|
||
60
Broadridge
BR
$20.4B
| $223K | 0.06% |
1,000
|
|
||
61
Fidelity MSCI Energy Index ETF
FENY
$1.83B
| $214K | 0.06% |
8,650
-2,114
|
|
||
62
Mid Penn Bancorp
MPB
$787M
| $205K | 0.05% |
+6,617
|
|
||
63
Vanguard Growth ETF
VUG
$187B
| $204K | 0.05% |
419
-35
|
|
||
|
64
Chevron
CVX
$400B
| – | – |
-2,358
|
|
||
65
Starbucks
SBUX
$105B
| – | – |
-2,530
|
|