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Forefront Analytics Portfolio holdings

AUM $89.5M
1-Year Est. Return 11.48%
This Quarter Est. Return
1 Year Est. Return
+11.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$2.92M
3
+$2.88M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$2.47M
5
WIP icon
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
+$2.29M

Top Sells

1
+$7.6M
2
+$4.25M
3
+$2.58M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.94M
5
EES icon
WisdomTree US SmallCap Earnings Fund
EES
+$817K

Sector Composition

1 Financials 0.44%
2 Communication Services 0.3%
3 Consumer Discretionary 0.26%
4 Technology 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$212K 0.12%
+1,190
52
– –
-213,732
53
– –
-6,087
1 2
3