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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 $398,050,771
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 116,876 $33,818,911 8.5%
2.
Vanguard Scottsdale Funds
 VCIT 426,555 $33,710,897 8.47%
3.
Fidelity Covington Trust
 FENY 88,406 $25,246,877 6.34%
4.
Ishares Tr - RUS TP200 GR ETF
 85,786 $24,932,927 6.26%
5.
Invesco Qqq Tr
 31,320 $23,064,659 5.79%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.