FFG

Frisch Financial Group Portfolio holdings

AUM $430M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$273M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$4.79M
3
+$4.58M
4
MJ icon
Amplify Alternative Harvest ETF
MJ
+$2.36M
5
AMZN icon
Amazon
AMZN
+$821K

Top Sells

1
+$6.67M
2
+$3.81M
3
+$440K
4
MRK icon
Merck
MRK
+$417K
5
UN
Unilever NV New York Registry Shares
UN
+$327K

Sector Composition

1 Technology 10.57%
2 Communication Services 9.12%
3 Financials 6.64%
4 Consumer Discretionary 5.43%
5 Healthcare 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.33M 0.85%
26,560
+2,000
27
$1.83M 0.67%
25,052
+2,068
28
$1.75M 0.64%
6,599
+35
29
$1.75M 0.64%
5,566
+235
30
$1.67M 0.61%
28,429
+2,555
31
$1.66M 0.61%
4,735
+167
32
$1.5M 0.55%
5,512
+350
33
$1.45M 0.53%
9,227
+545
34
$1.41M 0.52%
107,800
+10,600
35
$1.35M 0.49%
36,609
+2,959
36
$1.25M 0.46%
24,100
+1,750
37
$1M 0.37%
2,685
+488
38
$928K 0.34%
3,988
+126
39
$923K 0.34%
18,522
+104
40
$864K 0.32%
8,063
+322
41
$859K 0.31%
1,718
+89
42
$826K 0.3%
2,574
+108
43
$826K 0.3%
1,967
-7
44
$787K 0.29%
4,899
+8
45
$769K 0.28%
2,917
+64
46
$766K 0.28%
3,570
-34
47
$761K 0.28%
6,396
+1,666
48
$751K 0.27%
8,113
+791
49
$746K 0.27%
9,559
-5,341
50
$715K 0.26%
21,579
+6,591
1
2
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