FFG
First Financial Group Portfolio holdings
AUM
$118M
1-Year Est. Return
14.81%
This Fund
S&P 500
1 Year Est. Return
+14.81%
AUM
$118M
AUM Growth
+$2.15M
(+1.9%)
Holding
77
Top Buys
| 1 | +$787K | |
| 2 | +$564K | |
| 3 | +$458K | |
| 4 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$418K |
| 5 |
Dimensional International Core Equity Market ETF
DFAI
|
+$260K |
Top Sells
| 1 | +$469K | |
| 2 | +$354K | |
| 3 | +$291K | |
| 4 |
Oracle
ORCL
|
+$273K |
| 5 |
Home Depot
HD
|
+$250K |
Sector Composition
| 1 | Technology | 14.28% |
| 2 | Healthcare | 3.53% |
| 3 | Financials | 3.07% |
| 4 | Consumer Discretionary | 2.24% |
| 5 | Materials | 1.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Oracle
ORCL
$445B
| – | – |
-972
|
|
||
77
Vanguard Real Estate ETF
VNQ
$36.1B
| – | – |
-2,268
|
|