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Home > Institutional Investor > Fischer Financial Services, Inc. > Profile

Instuitional Investor - Fischer Financial Services, Inc.

Fund Profile
Filing Period:
Fund Name: Fischer Financial Services, Inc.
Portfolio Value $340,046,855
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 396,114 $31,480,353 9.26%
2.
Apple Inc.
 AAPL 127,705 $26,149,105 7.69%
3.
Ishares Tr - RUS TP200 GR ETF
 83,325 $20,535,590 6.04%
4.
Fidelity Covington Trust
 95,341 $18,799,716 5.53%
5.
Microsoft Corp
 MSFT 37,379 $18,578,930 5.46%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)