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
51
$825K 0.25%
31,113
-3,221
52
$773K 0.23%
1,313
53
$741K 0.22%
4,422
-28
54
$719K 0.22%
2,274
+3
55
$691K 0.21%
4,149
+6
56
$685K 0.21%
1,856
+8
57
$678K 0.21%
3,463
+28
58
$668K 0.2%
15,197
+43
59
$643K 0.19%
5,831
+17
60
$609K 0.18%
2,620
+28
61
$603K 0.18%
658
-7
62
$579K 0.18%
2,000
63
$558K 0.17%
4,372
+2
64
$556K 0.17%
7,753
+6
65
$539K 0.16%
6,039
+1
66
$536K 0.16%
4,875
+19
67
$536K 0.16%
13,919
-1,047
68
$532K 0.16%
1,465
-68
69
$519K 0.16%
10,884
-307
70
$513K 0.16%
10,028
-50
71
$504K 0.15%
6,619
-1,172
72
$496K 0.15%
15,518
73
$489K 0.15%
4,065
+847
74
$489K 0.15%
4,228
+14
75
$468K 0.14%
7,911
+22
1 2
3
4 5