SF

Seek First Portfolio holdings

AUM $142M
1-Year Est. Return 23.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$889K
3
+$420K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$214K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$205K

Top Sells

1
+$1.29M
2
+$243K
3
+$123K
4
QLD icon
ProShares Ultra QQQ
QLD
+$96.9K
5
EPS icon
WisdomTree US LargeCap Fund
EPS
+$76.2K

Sector Composition

1 Technology 25.26%
2 Consumer Discretionary 5.73%
3 Communication Services 1.1%
4 Healthcare 1.08%
5 Financials 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$945K 0.68%
2,955
27
$868K 0.62%
+7,818
28
$826K 0.59%
33,123
+368
29
$733K 0.53%
1,221
+54
30
$695K 0.5%
1,342
-16
31
$688K 0.49%
2,705
+7
32
$676K 0.49%
9,810
-1,146
33
$665K 0.48%
28,461
-1,427
34
$637K 0.46%
1,424
35
$634K 0.46%
2,940
+12
36
$578K 0.42%
17,153
+125
37
$555K 0.4%
23,647
+406
38
$504K 0.36%
1,002
39
$454K 0.33%
1,383
+4
40
$444K 0.32%
2,727
-1,950
41
$427K 0.31%
21,682
+4,404
42
$418K 0.3%
21,383
+4,420
43
$410K 0.3%
5,999
+332
44
$356K 0.26%
17,223
+3,618
45
$344K 0.25%
8,225
-595
46
$340K 0.24%
21,395
+397
47
$339K 0.24%
4,242
+6
48
$327K 0.24%
353
-5
49
$302K 0.22%
5,765
-1,263
50
$285K 0.21%
1,763
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2
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