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
51
$709K 0.26%
4,782
-705
52
$676K 0.25%
4,862
+10
53
$674K 0.25%
+12,714
54
$670K 0.25%
9,187
+603
55
$652K 0.24%
7,050
56
$633K 0.23%
32,301
+15
57
$597K 0.22%
+7,738
58
$584K 0.21%
9,419
-57
59
$574K 0.21%
4,064
+34
60
$523K 0.19%
2,393
+3
61
$520K 0.19%
12,612
-7,712
62
$515K 0.19%
15,349
+2,696
63
$482K 0.18%
15,922
+59
64
$472K 0.17%
5,700
-1,121
65
$466K 0.17%
13,570
+5,343
66
$460K 0.17%
2,727
+8
67
$458K 0.17%
8,738
+620
68
$448K 0.16%
3,164
+11
69
$445K 0.16%
+2,272
70
$424K 0.16%
+3,259
71
$413K 0.15%
5,777
+17
72
$401K 0.15%
5,603
+181
73
$400K 0.15%
2,377
+511
74
$397K 0.15%
7,394
+79
75
$385K 0.14%
+4,560
1 2
3
4 5