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
$217M
AUM Growth
+$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$158K
3
+$121K
4
GCOW icon
Pacer Global Cash Cows Dividend ETF
GCOW
+$44.6K
5
TSLA icon
Tesla
TSLA
+$10.1K

Top Sells

1
+$548K
2
+$317K
3
+$230K
4
AAPL icon
Apple
AAPL
+$204K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$136K

Sector Composition

1 Consumer Discretionary 6.71%
2 Technology 6.63%
3 Communication Services 5.63%
4 Financials 5.11%
5 Consumer Staples 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$53.9K 0.02%
11,714
1
2