FFG
Foundry Financial Group Portfolio holdings
AUM
$176M
This Quarter Return
+5.64%
1 Year Return
+11.87%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$140M
AUM Growth
+$140M
(+19%)
Cap. Flow
+$19.2M
Cap. Flow
% of AUM
13.69%
Top 10 Holdings %
Top 10 Hldgs %
59.22%
Holding
60
New
9
Increased
31
Reduced
12
Closed
3
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.26M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$2.39M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.35M |
| 4 |
Avantis International Large Cap Value ETF
AVIV
|
$1.21M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.15M |
Top Sells
Sector Composition
| 1 | Financials | 1.64% |
| 2 | Technology | 1.11% |
| 3 | Communication Services | 0.36% |
| 4 | Consumer Discretionary | 0.2% |
