FFS
Forge Financial Services Portfolio holdings
AUM
$133M
This Quarter Return
-0.59%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$119M
AUM Growth
–
Cap. Flow
+$119M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
87.26%
Holding
20
New
20
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Capital Group Global Growth Equity ETF
CGGO
|
$22.1M |
| 2 |
Capital Group Dividend Value ETF
CGDV
|
$14.9M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$14M |
| 4 |
Capital Group Core Equity ETF
CGUS
|
$12.5M |
| 5 |
Invesco NASDAQ 100 ETF
QQQM
|
$12.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 0.52% |
| 2 | Consumer Discretionary | 0.41% |
| 3 | Consumer Staples | 0.23% |
| 4 | Utilities | 0.18% |
