SF
Seek First Portfolio holdings
AUM
$145M
1-Year Est. Return
18.15%
This Fund
S&P 500
1 Year Est. Return
+18.15%
AUM
$139M
AUM Growth
+$15.6M
(+13%)
Holding
59
Top Buys
| 1 | +$1.13M | |
| 2 | +$889K | |
| 3 | +$420K | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$214K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$205K |
Top Sells
| 1 | +$1.29M | |
| 2 | +$243K | |
| 3 | +$123K | |
| 4 |
ProShares Ultra QQQ
QLD
|
+$96.9K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
NetApp
NTAP
$20.2B
| $282K | 0.2% |
2,380
+10
|
|
||
52
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.62B
| $249K | 0.18% |
2,607
+45
|
|
||
53
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.7B
| $239K | 0.17% |
9,509
+90
|
|
||
54
Chevron
CVX
$390B
| $223K | 0.16% |
1,436
-11
|
|
||
55
iShares MSCI Intl Quality Factor ETF
IQLT
$12.1B
| $222K | 0.16% |
5,028
|
|
||
56
Alphabet (Google) Class A
GOOGL
$3.7T
| $221K | 0.16% |
+908
|
|
||
57
Invesco S&P 500 Equal Weight Real Estate ETF
RSPR
$97.4M
| $218K | 0.16% |
6,159
+36
|
|
||
|
58
ProShares Ultra QQQ
QLD
$9.55B
| $214K | 0.15% |
3,124
-1,542
|
|
||
|
59
Vanguard FTSE Developed Markets ETF
VEA
$206B
| $210K | 0.15% |
+3,512
|
|