FIS

Fischer Investment Strategies Portfolio holdings

AUM $149M
1-Year Est. Return 20.02%
This Quarter Est. Return
1 Year Est. Return
+20.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$9.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.01%
2 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$298K 0.24%
707
+51
27
-3,704
28
-93,410
29
-67,415
30
-165,692
31
-121,399
32
-39,046
33
-72,958
34
-97,570
35
-5,535
36
-80,627
37
-125,695
38
-164,715
39
-19,674
40
-1,887