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SF
Seek First Portfolio holdings
AUM
$158M
1-Year Est. Return
38.46%
This Fund
S&P 500
This Quarter
Est. Return
-5.45%
1 Year Est. Return
+38.46%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$113M
AUM Growth
–
Cap. Flow
+$118M
Cap. Flow
% of AUM
104.83%
Top 10 Holdings %
Top 10 Hldgs %
72.78%
Holding
53
New
53
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$27.2M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$18.3M |
| 3 |
SCHV
Schwab US Large-Cap Value ETF
SCHV
|
+$13M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$4.97M |
| 5 |
Schwab International Equity ETF
SCHF
|
+$4.43M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.42% |
| 2 | Consumer Discretionary | 4.49% |
| 3 | Financials | 1.36% |
| 4 | Healthcare | 0.63% |
| 5 | Consumer Staples | 0.29% |
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Seek First's Q1 2025 Portfolio in Review
Q1 2025 is the first quarter with a 13F filing on record for Seek First, which disclosed 53 positions worth $113M. Its ten largest holdings account for 73% of the portfolio.
Its largest position is Apple: 117,343 shares worth $26.1M.
By sector, the portfolio is most concentrated in Technology at 26% of assets, followed by Consumer Discretionary and Financials.
- Seek First's largest Q1 2025 buy was Apple: 117,343 shares worth $26.1M.
- Seek First's ten largest holdings make up 73% of its $113M portfolio in Q1 2025.
- Seek First disclosed 53 positions in Q1 2025, its first 13F filing on record.
Based on Seek First's 13F filing for Q1 2025, filed 13 May 2025.