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
$318M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$6.03M
3
+$5.82M
4
MJ icon
Amplify Alternative Harvest ETF
MJ
+$633K
5
KAPR icon
Innovator US Small Cap Power Buffer ETF April
KAPR
+$578K

Top Sells

1
+$6.62M
2
+$1.71M
3
+$1.59M
4
AAPL icon
Apple
AAPL
+$779K
5
CSGP icon
CoStar Group
CSGP
+$579K

Sector Composition

1 Technology 10.25%
2 Communication Services 9.41%
3 Consumer Discretionary 7.87%
4 Financials 7.51%
5 Healthcare 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.67M 1.47%
18,914
+2,565
27
$4.32M 1.36%
58,716
-21,620
28
$4.28M 1.35%
131,803
-17,642
29
$3.6M 1.13%
20,475
-357
30
$3.58M 1.13%
37,034
-2,740
31
$3.42M 1.08%
27,300
+340
32
$3.38M 1.06%
74,185
+971
33
$2.6M 0.82%
11,457
+129
34
$2.3M 0.72%
114,880
+1,320
35
$2.27M 0.72%
7,132
-215
36
$2.04M 0.64%
25,795
+251
37
$1.94M 0.61%
4,852
-34
38
$1.92M 0.6%
26,366
+196
39
$1.8M 0.57%
5,191
-172
40
$1.7M 0.53%
4,783
-870
41
$1.56M 0.49%
27,922
-1,917
42
$1.37M 0.43%
34,930
-3,763
43
$1.32M 0.41%
9,583
+908
44
$1.28M 0.4%
23,574
+9,057
45
$1.15M 0.36%
11,146
+356
46
$1.14M 0.36%
20,703
-3,069
47
$1.11M 0.35%
31,854
+3,054
48
$1.05M 0.33%
2,453
-57
49
$1.04M 0.33%
2,753
-126
50
$954K 0.3%
16,988
-1,616
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2
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