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
$213M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Sells

1 +$1.55M
2 +$140K
3 +$60.8K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$36.3K
5
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$15.5K

Sector Composition

1 Technology 6.41%
2 Consumer Discretionary 5.83%
3 Financials 5.33%
4 Communication Services 5.14%
5 Consumer Staples 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$65K 0.03%
11,714