FF
Friday Financial Portfolio holdings
AUM
$239M
1-Year Est. Return
13.73%
1 Year Est. Return
+13.73%
AUM
$197M
AUM Growth
+$29.4M
(+18%)
Holding
86
Top Buys
| 1 | +$2.62M | |
| 2 | +$2.51M | |
| 3 | +$1.22M | |
| 4 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$1.06M |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$918K |
Top Sells
| 1 | +$362K | |
| 2 | +$204K | |
| 3 | +$136K | |
| 4 |
Avantis International Small Cap Value ETF
AVDV
|
+$120K |
| 5 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
+$107K |
Sector Composition
| 1 | Technology | 3.35% |
| 2 | Financials | 1.94% |
| 3 | Industrials | 0.83% |
| 4 | Consumer Discretionary | 0.79% |
| 5 | Consumer Staples | 0.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
WisdomTree US High Dividend Fund
DHS
$1.3B
| $264K | 0.13% |
2,754
|
|
||
77
SPDR S&P Dividend ETF
SDY
$20.3B
| $258K | 0.13% |
1,902
|
|
||
78
Alphabet (Google) Class C
GOOG
$3.11T
| $257K | 0.13% |
1,446
|
|
||
79
Hartford Municipal Opportunities ETF
HMOP
$588M
| $247K | 0.13% |
6,443
|
|
||
80
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.23B
| $242K | 0.12% |
+7,394
|
|
||
81
Vanguard Intermediate-Term Bond ETF
BIV
$25.3B
| $241K | 0.12% |
+3,113
|
|
||
82
Oracle
ORCL
$790B
| $223K | 0.11% |
+1,018
|
|
||
83
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.01B
| $213K | 0.11% |
1,724
|
|
||
84
JPMorgan Equity Premium Income ETF
JEPI
$41.5B
| $206K | 0.1% |
+3,620
|
|
||
85
Cisco
CSCO
$279B
| $205K | 0.1% |
+2,956
|
|
||
86
Cambium Networks
CMBM
$18.6M
| $21.5K | 0.01% |
53,186
|
|