SFS

Searcy Financial Services Portfolio holdings

AUM $263M
1-Year Est. Return 14.53%
This Quarter Est. Return
1 Year Est. Return
+14.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$602K
2
+$557K
3
+$369K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$260K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$222K

Top Sells

1
+$801K
2
+$548K
3
+$268K
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$92.2K
5
AAPL icon
Apple
AAPL
+$41.8K

Sector Composition

1 Communication Services 5.78%
2 Technology 5.65%
3 Consumer Discretionary 5.53%
4 Financials 4.52%
5 Consumer Staples 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VGT icon
26
Vanguard Information Technology ETF
VGT
$114B
– –
-404
1
2