SFS
Searcy Financial Services Portfolio holdings
AUM
$246M
This Quarter Return
+16.41%
1 Year Return
+13.64%
3 Year Return
+48.43%
5 Year Return
+95.43%
10 Year Return
–
AUM
$167M
AUM Growth
+$167M
(+25%)
Cap. Flow
+$15.6M
Cap. Flow
% of AUM
9.34%
Top 10 Holdings %
Top 10 Hldgs %
76.22%
Holding
20
New
2
Increased
11
Reduced
3
Closed
1
Top Buys
Top Sells
| 1 |
Vertex Pharmaceuticals
VRTX
|
$5.71M |
| 2 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
$131K |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$127K |
| 4 |
Walt Disney
DIS
|
$544 |
Sector Composition
| 1 | Technology | 5.41% |
| 2 | Communication Services | 4.71% |
| 3 | Financials | 3.93% |
| 4 | Healthcare | 3.79% |
| 5 | Consumer Discretionary | 0.57% |
