SF
Seek First Portfolio holdings
AUM
$123M
1 Year Est. Return
–
AUM
$123M
AUM Growth
+$10.8M
(+9.6%)
Holding
56
Top Buys
| 1 | +$993K | |
| 2 | +$946K | |
| 3 | +$899K | |
| 4 |
Schwab 5-10 Year Corporate Bond ETF
SCHI
|
+$417K |
| 5 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$281K |
Top Sells
| 1 | +$256K | |
| 2 | +$143K | |
| 3 | +$84.6K | |
| 4 |
Schwab International Equity ETF
SCHF
|
+$65.6K |
| 5 |
Vanguard Value ETF
VTV
|
+$53.6K |
Sector Composition
| 1 | Technology | 24.13% |
| 2 | Consumer Discretionary | 5.05% |
| 3 | Financials | 1.21% |
| 4 | Healthcare | 0.63% |
| 5 | Consumer Staples | 0.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.47B
| $243K | 0.2% |
2,562
+46
|
|
||
52
Schwab Intermediately-Term US Treasury ETF
SCHR
$11.6B
| $236K | 0.19% |
9,419
+89
|
|
||
53
iShares MSCI Intl Quality Factor ETF
IQLT
$13.3B
| $217K | 0.18% |
+5,028
|
|
||
54
Invesco S&P 500 Equal Weight Real Estate ETF
RSPR
$111M
| $214K | 0.17% |
6,123
+36
|
|
||
55
Chevron
CVX
$308B
| $207K | 0.17% |
1,447
+16
|
|
||
56
Intuit
INTU
$184B
| – | – |
-417
|
|