FFS
Fischer Financial Services Inc. Portfolio
Invests via Fischer Financial Services Inc. | Managed by Frederick D. Fischer
Invests via Fischer Financial Services Inc.
Managed by Frederick D. Fischer
Automatically Tracked
Company Profile
Regional financial advisory and insurance holding focused on wealth management, retirement planning, and commercial insurance distribution, Fischer Financial Services Inc. operates through broker-dealer and agency channels serving affluent individuals and small businesses. The firm emphasizes fee and commission revenue diversification, cross‑sell distribution, and partnership-driven branch expansion; relevant to M&A, insurance-consolidation strategies, and mid-market acquirers seeking scale in the personal wealth and specialty-risk segments.
Regional financial advisory and insurance holding focused on wealth management, retirement planning, and commercial insurance distribution, Fischer Financial Services Inc. operates through broker-dealer and agency channels serving affluent individuals and small businesses. The firm emphasizes fee and commission revenue diversification, cross‑sell distribution, and partnership-driven branch expansion; relevant to M&A, insurance-consolidation strategies, and mid-market acquirers seeking scale in the personal wealth and specialty-risk segments.
Investment Philosophy & Strategy
Focuses on acquiring and scaling advisory and insurance distribution assets, prioritizing cash-flow‑stable businesses with recurring fee and commission income. Emphasizes accretive tuck‑ins, geographic and product diversification, and cross‑sell synergies to lift revenue per client. Underwrites deals with conservative leverage, disciplined expense integration, and rapid realization of distribution economics via branch partnerships and broker-dealer platforms. Capital allocation blends organic advisor recruitment with selective M&A to extend retirement, wealth management, and specialty-risk capabilities over a multi‑year horizon.
Focuses on acquiring and scaling advisory and insurance distribution assets, prioritizing cash-flow‑stable businesses with recurring fee and commission income. Emphasizes accretive tuck‑ins, geographic and product diversification, and cross‑sell synergies to lift revenue per client. Underwrites deals with conservative leverage, disciplined expense integration, and rapid realization of distribution economics via branch partnerships and broker-dealer platforms. Capital allocation blends organic advisor recruitment with selective M&A to extend retirement, wealth management, and specialty-risk capabilities over a multi‑year horizon.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
1.35%
Gain
Monthly
0.07%
Yearly
0.88%
Drawdown
17.89%
$328.28M
Equity
Holdings
$328.28M
Investment
$275.71M
$56.87M
Profit -$2.05M
Realized
$4.3M
Unrealized
$52.57M
Dividends
$7.13M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.05M
Win %
68%
This Week
Compared To Last Week
Gain
-0.62%
Profit
-$2.05M
Win %
68%
This Month
Compared to last month
Gain
0.14%
Profit
$454,247.1
Win %
68%
This Year
Compared to last year
Gain
10.41%
Profit
$30.96M
Win %
68%
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+2.37%
+$6,320.9 
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+1.89%
+$42,986.9 
ABBV AbbVie Inc.
+1.51%
+$6,827.52 
CVX Chevron Corporation
+1.17%
+$2,689.65 
PH Parker-Hannifin Corporation
+0.96%
+$52,799.57 
LLY Eli Lilly and Company
+0.95%
+$23,833.08 
VDE Vanguard Energy ETF
+0.67%
+$1,966.66 
FENY Fidelity MSCI Energy Index ETF
+0.65%
+$1,773.25 
JPM JPMorgan Chase & Co.
+0.62%
+$40,152.63 
NTES NetEase, Inc. American Depositary Receipt
+0.59%
+$3,850.05 
BRK-B Berkshire Hathaway Inc.
+0.51%
+$2,626.14 
FIDU Fidelity MSCI Industrials Index ETF
+0.39%
+$21,845.54 
VIS Vanguard Industrials ETF
+0.37%
+$8,817.9 
IBB iShares Biotechnology ETF
+0.37%
+$14,113.6 
TIP iShares TIPS Bond ETF
+0.26%
+$30,467.53 
SCHP Schwab U.S. TIPS ETF
+0.25%
+$3,991.65 
FHLC Fidelity MSCI Health Care Index ETF
+0.23%
+$30,859.56 
VHT Vanguard Health Care ETF
+0.21%
+$7,887.51 
WMT Walmart Inc.
+0.18%
+$9,381.75 
STIP iShares 0-5 Year TIPS Bond ETF
+0.12%
+$7,382.75 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.12%
+$994.71 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.11%
+$5,099.43 
VUSB Vanguard Ultra-Short Bond ETF
+0.06%
+$3,115.95 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$14,530.81 
NFLX Netflix, Inc.
-7.45%
-$122,406.3 
META Meta Platforms Inc Class A
-4.76%
-$59,429.31 
SYK Stryker Corporation
-3.08%
-$48,820.29 
MSFT Microsoft Corp.
-2.11%
-$325,847.63 
TSLA Tesla, Inc.
-2.07%
-$21,778.28 
FCOM Fidelity MSCI Communication Services Index ETF
-2.06%
-$158,434.68 
PLTR Palantir Technologies Inc.
-2.04%
-$32,392.28 
GOOG Alphabet Inc
-1.95%
-$21,610.08 
GOOGL Alphabet Inc
-1.92%
-$359,346.33 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-1.85%
-$20,690.7 
MA Mastercard Incorporated
-1.64%
-$131,405.04 
MPB Mid Penn Bancorp Inc.
-1.53%
-$3,668.5 
GS The Goldman Sachs Group, Inc.
-1.41%
-$53,058.72 
NVDA NVIDIA Corporation
-1.09%
-$239,893.67 
IWY iShares Russell Top 200 Growth ETF
-0.94%
-$226,749.04 
QQQ Invesco QQQ Trust, Series 1
-0.88%
-$34,577.34 
VCR Vanguard Consumer Discretionary ETF
-0.87%
-$22,271.92 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
-0.86%
-$124,932.79 
HD The Home Depot, Inc.
-0.79%
-$22,246.71 
COST Costco Wholesale Corporation
-0.55%
-$41,343.15 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.52%
-$7,298.44 
AVGO Broadcom Inc.
-0.52%
-$48,373.65 
FNCL Fidelity MSCI Financials Index ETF
-0.52%
-$58,820.58 
FTEC Fidelity MSCI Information Technology Index ETF
-0.52%
-$124,257.84 
IVV iShares Core S&P 500 ETF
-0.51%
-$2,270.76 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.48%
-$7,229.29 
AMZN Amazon.com Inc
-0.48%
-$5,472 
VGT Vanguard Information Technology ETF
-0.46%
-$33,841.6 
VTWO Vanguard Russell 2000 ETF
-0.41%
-$7,212.31 
AAPL Apple Inc.
-0.31%
-$14,398.46 
VDC VANGUARD CONSUMER STAPLES ETF
-0.13%
-$2,806 
FSTA Fidelity MSCI Consumer Staples Index ETF
-0.11%
-$8,622.12 Events
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Dividends
Dividend Analysis
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| Trades 334 | Longs Won 229/334 68% | Profit Factor 11.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $834,705.94 |
| Average Win $272,830.28 | Best Trade (Jul 10) $8.85M | Sharpe Ratio -10.69 |
| Average Loss -$53,390.5 | Worst Trade (Jul 10) -$1.35M | Z-Score 3.75 (99.98%) |
| Commissions $0 | Avg. Trade Length 10m 2w 6d | Expectancy $170,275.85 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,135 | 5,521 | 4,908 | 4,294 | 3,681 | 3,067 | 2,454 | 1,840 | 1,227 | 613 |
Hover over the desired column for a detailed explanation.
Returns
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