FF
Foronjy Financial Portfolio holdings
AUM
$241M
1-Year Est. Return
11.68%
This Fund
S&P 500
1 Year Est. Return
+11.68%
AUM
$240M
AUM Growth
+$11.2M
(+4.9%)
Holding
107
Top Buys
| 1 | +$1.31M | |
| 2 | +$1.1M | |
| 3 | +$721K | |
| 4 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$720K |
| 5 |
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
|
+$712K |
Top Sells
| 1 | +$614K | |
| 2 | +$537K | |
| 3 | +$499K | |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$358K |
| 5 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$335K |
Sector Composition
| 1 | Technology | 2.21% |
| 2 | Industrials | 1.33% |
| 3 | Healthcare | 0.63% |
| 4 | Communication Services | 0.6% |
| 5 | Consumer Discretionary | 0.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Synopsys
SNPS
$93.7B
| $210K | 0.09% |
446
+22
|
|
||
102
Cadence Design Systems
CDNS
$94.1B
| $205K | 0.09% |
655
+44
|
|
||
103
Intuit
INTU
$110B
| $202K | 0.08% |
306
+5
|
|
||
104
Parker-Hannifin
PH
$111B
| $202K | 0.08% |
+230
|
|
||
105
Exxon Mobil
XOM
$635B
| – | – |
-2,861
|
|
||
106
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10B
| – | – |
-6,620
|
|
||
107
Berkshire Hathaway Class B
BRK.B
$1.02T
| – | – |
-463
|
|