FFS
Forge Financial Services Portfolio holdings
AUM
$234M
1-Year Est. Return
15.76%
This Fund
S&P 500
1 Year Est. Return
+15.76%
AUM
$234M
AUM Growth
+$20.4M
(+9.6%)
Holding
27
Top Buys
| 1 | +$10.9M | |
| 2 | +$1.77M | |
| 3 | +$920K | |
| 4 |
Capital Group Global Growth Equity ETF
CGGO
|
+$760K |
| 5 |
CGMM
Capital Group U.S. Small and Mid Cap ETF
CGMM
|
+$759K |
Top Sells
| 1 | +$217K | |
| 2 | +$170K | |
| 3 | +$129K | |
| 4 |
Invesco S&P 500 Revenue ETF
RWL
|
+$42.6K |
| 5 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
+$37.8K |
Sector Composition
| 1 | Technology | 0.76% |
| 2 | Consumer Discretionary | 0.32% |
| 3 | Industrials | 0.3% |
| 4 | Consumer Staples | 0.13% |
| 5 | Utilities | 0.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
OGE Energy
OGE
$9.79B
| $200K | 0.09% |
4,688
-261
|
|
||
27
Oracle
ORCL
$423B
| – | – |
-750
|
|