FRA
FFG Retirement Advisors Portfolio holdings
AUM
$160M
This Quarter Return
+7.24%
1 Year Return
+10.45%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$110M
AUM Growth
–
Cap. Flow
+$110M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
58.97%
Holding
39
New
39
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$11.3M |
| 2 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$9.69M |
| 3 |
iShares US Treasury Bond ETF
GOVT
|
$7.93M |
| 4 |
WisdomTree US Total Dividend Fund
DTD
|
$7.63M |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
$6.29M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 0.7% |
