FF

Foronjy Financial Portfolio holdings

AUM $228M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.22%
2 Industrials 1.44%
3 Consumer Discretionary 0.75%
4 Financials 0.7%
5 Healthcare 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XOM icon
51
Exxon Mobil
XOM
$488B
$448K 0.21%
+4,155
IWF icon
52
iShares Russell 1000 Growth ETF
IWF
$127B
$424K 0.2%
+998
AMZN icon
53
Amazon
AMZN
$2.6T
$408K 0.19%
+1,860
FSMB icon
54
First Trust Short Duration Managed Municipal ETF
FSMB
$484M
$404K 0.19%
+20,308
RTX icon
55
RTX Corp
RTX
$239B
$394K 0.18%
+2,699
JPM icon
56
JPMorgan Chase
JPM
$847B
$391K 0.18%
+1,350
META icon
57
Meta Platforms (Facebook)
META
$1.63T
$380K 0.18%
+515
FDHY icon
58
Fidelity High Yield Factor ETF
FDHY
$422M
$373K 0.17%
+7,627
GOOGL icon
59
Alphabet (Google) Class A
GOOGL
$3.4T
$352K 0.17%
+2,000
V icon
60
Visa
V
$659B
$349K 0.16%
+982
IHDG icon
61
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.35B
$347K 0.16%
+7,695
BUFB icon
62
Innovator Laddered Allocation Buffer ETF
BUFB
$226M
$334K 0.16%
+9,859
VOO icon
63
Vanguard S&P 500 ETF
VOO
$777B
$330K 0.15%
+580
BRK.B icon
64
Berkshire Hathaway Class B
BRK.B
$1.03T
$323K 0.15%
+666
NFLX icon
65
Netflix
NFLX
$474B
$311K 0.15%
+232
LRCX icon
66
Lam Research
LRCX
$198B
$295K 0.14%
+3,034
CAT icon
67
Caterpillar
CAT
$270B
$295K 0.14%
+760
VTV icon
68
Vanguard Value ETF
VTV
$147B
$292K 0.14%
+1,650
TSLA icon
69
Tesla
TSLA
$1.52T
$290K 0.14%
+914
FELG icon
70
Fidelity Enhanced Large Cap Growth ETF
FELG
$4.65B
$287K 0.13%
+7,758
AMGN icon
71
Amgen
AMGN
$161B
$275K 0.13%
+985
QFLR icon
72
Innovator Nasdaq-100 Managed Floor ETF
QFLR
$349M
$275K 0.13%
+9,209
PSX icon
73
Phillips 66
PSX
$54.9B
$272K 0.13%
+2,280
ANET icon
74
Arista Networks
ANET
$198B
$270K 0.13%
+2,639
SPSB icon
75
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$7.93B
$267K 0.12%
+8,837