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
51
$282K 0.2%
2,380
+10
52
$249K 0.18%
2,607
+45
53
$239K 0.17%
9,509
+90
54
$223K 0.16%
1,436
-11
55
$222K 0.16%
5,028
56
$221K 0.16%
+908
57
$218K 0.16%
6,159
+36
58
$214K 0.15%
3,124
-1,542
59
$210K 0.15%
+3,512
1 2
3