FF
Fluent Financial Portfolio holdings
AUM
$262M
1-Year Est. Return
10.67%
1 Year Est. Return
+10.67%
AUM
$255M
AUM Growth
+$12.7M
(+5.2%)
Holding
83
Top Buys
| 1 | +$30.5M | |
| 2 | +$5.85M | |
| 3 | +$5.63M | |
| 4 |
Merck
MRK
|
+$5.05M |
| 5 |
Biogen
BIIB
|
+$3.58M |
Top Sells
| 1 | +$16.2M | |
| 2 | +$10.3M | |
| 3 | +$6.57M | |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$5.28M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$4.42M |
Sector Composition
| 1 | Technology | 10.34% |
| 2 | Consumer Discretionary | 7.53% |
| 3 | Healthcare | 7.33% |
| 4 | Consumer Staples | 3.11% |
| 5 | Industrials | 1.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
VanEck Short Muni ETF
SMB
$302M
| – | – |
-17,065
|
|
||
77
Piper Sandler
PIPR
$6.26B
| – | – |
-6,313
|
|
||
78
Procter & Gamble
PG
$338B
| – | – |
-17,039
|
|
||
79
iShares MSCI South Korea ETF
EWY
$9.72B
| – | – |
-10,364
|
|
||
|
ETHA
80
iShares Ethereum Trust ETF
ETHA
$1.91B
| – | – |
-35,374
|
|
||
|
81
Vanguard Intermediate-Term Treasury ETF
VGIT
$36.4B
| – | – |
-88,217
|
|
||
82
DocuSign
DOCU
$11.4B
| – | – |
-8,841
|
|
||
83
Chipotle Mexican Grill
CMG
$52.8B
| – | – |
-18,779
|
|