FFS
Fischer Financial Services Portfolio holdings
AUM
$340M
This Quarter Return
+3.92%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$317M
AUM Growth
–
Cap. Flow
+$317M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
54.17%
Holding
64
New
64
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$31.8M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$23.4M |
| 3 |
iShares Russell Top 200 Growth ETF
IWY
|
$18M |
| 4 |
Fidelity MSCI Information Technology Index ETF
FTEC
|
$17.5M |
| 5 |
Microsoft
MSFT
|
$15.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 23% |
| 2 | Financials | 6.67% |
| 3 | Communication Services | 4.88% |
| 4 | Consumer Discretionary | 4.11% |
| 5 | Healthcare | 3.13% |
