FF

Foronjy Financial Portfolio holdings

AUM $241M
1-Year Est. Return 11.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
+$1.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Sells

1 +$251K
2 +$245K
3 +$241K
4
DHR icon
Danaher
DHR
+$231K
5
ADP icon
Automatic Data Processing
ADP
+$225K

Sector Composition

1 Technology 1.57%
2 Industrials 1.27%
3 Communication Services 0.55%
4 Healthcare 0.53%
5 Financials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
INTU icon
101
Intuit
INTU
$110B
-306
DHR icon
102
Danaher
DHR
$124B
-1,010
CRM icon
103
Salesforce
CRM
$150B
-924
CDNS icon
104
Cadence Design Systems
CDNS
$94.1B
-655
ADP icon
105
Automatic Data Processing
ADP
$86.3B
-875