Arax Advisory Partners

SRS Capital Advisors, Inc., managed by the seasoned team of Stephen Reily and John Serrano, is known for its concentrated, high-conviction equity strategy, currently managing $3.4 billion in assets across 4,075 positions. Recently, the fund has notably exited positions in EFAX and DOG, cut KORP and SPY entirely, and significantly increased its stake in VTEB by 196%, reflecting a strategic pivot towards growth-oriented and value stocks like VUG and VTV.

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