FFG
Foundry Financial Group Portfolio holdings
AUM
$176M
This Quarter Return
+8.03%
1 Year Return
+11.87%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$176M
AUM Growth
+$176M
(+8.2%)
Cap. Flow
+$1.41M
Cap. Flow
% of AUM
0.8%
Top 10 Holdings %
Top 10 Hldgs %
58.56%
Holding
63
New
5
Increased
27
Reduced
22
Closed
–
Top Buys
| 1 |
Avantis International Large Cap Value ETF
AVIV
|
$3.22M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.76M |
| 3 |
Invesco S&P SmallCap Quality ETF
XSHQ
|
$633K |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$600K |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$523K |
Top Sells
Sector Composition
| 1 | Financials | 1.78% |
| 2 | Technology | 1.69% |
| 3 | Communication Services | 0.37% |
| 4 | Consumer Discretionary | 0.35% |
