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
$330M
AUM Growth
-$2.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$912K
3
+$608K
4
PLTR icon
Palantir
PLTR
+$215K
5
C icon
Citigroup
C
+$214K

Top Sells

1
+$3.53M
2
+$2.76M
3
+$1.38M
4
AMZN icon
Amazon
AMZN
+$964K
5
JPM icon
JPMorgan Chase
JPM
+$420K

Sector Composition

1 Technology 11.86%
2 Financials 9.47%
3 Communication Services 7.83%
4 Healthcare 4.59%
5 Consumer Discretionary 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.9M 0.88%
25,786
+87
27
$2.69M 0.81%
6,917
+136
28
$2.67M 0.81%
4,563
-153
29
$2.45M 0.74%
12,855
+129
30
$2.31M 0.7%
20,777
-242
31
$2.08M 0.63%
4,110
+13
32
$1.79M 0.54%
7,055
-32
33
$1.69M 0.51%
2,870
-8
34
$1.59M 0.48%
2,062
+8
35
$1.51M 0.46%
37,665
+2,721
36
$1.5M 0.45%
2,622
-9
37
$1.45M 0.44%
4,990
+6
38
$1.41M 0.43%
7,923
+193
39
$1.3M 0.39%
3,211
+316
40
$1.19M 0.36%
2,084
-45
41
$1.17M 0.36%
13,148
-908
42
$1.13M 0.34%
15,224
-1,170
43
$1.13M 0.34%
10,457
-182
44
$1.12M 0.34%
22,025
+11,948
45
$1.03M 0.31%
26,858
-511
46
$1.02M 0.31%
32,442
+790
47
$1.01M 0.3%
3,472
+40
48
$998K 0.3%
27,782
-230
49
$899K 0.27%
8,967
+43
50
$895K 0.27%
44,634
-2,420
1
2
3 4 5