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FFG
Frisch Financial Group Portfolio holdings
AUM
$478M
1-Year Est. Return
16.28%
This Fund
S&P 500
This Quarter
Est. Return
-11.16%
1 Year Est. Return
+16.28%
3 Year Est. Return
+55.95%
5 Year Est. Return
+57.67%
10 Year Est. Return
–
AUM
$143M
AUM Growth
–
Cap. Flow
+$152M
Cap. Flow
% of AUM
106.17%
Top 10 Holdings %
Top 10 Hldgs %
52.24%
Holding
95
New
95
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
First Trust Managed Municipal ETF
FMB
|
+$10.4M |
| 2 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$10.2M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
+$10.1M |
| 4 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$8.5M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$8.27M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 6.3% |
| 2 | Technology | 6.29% |
| 3 | Healthcare | 5.16% |
| 4 | Consumer Discretionary | 4.55% |
| 5 | Financials | 3.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
3M
MMM
$81.7B
| $265K | 0.19% |
+1,666
| New | +$277K |
|
|
ALE
77
DELISTED
Allete
ALE
| $261K | 0.18% |
+3,422
| New | +$265K |
|
78
Caterpillar
CAT
$430B
| $260K | 0.18% |
+2,046
| New | +$266K |
|
79
United Parcel Service
UPS
$96.6B
| $253K | 0.18% |
+2,594
| New | +$281K |
|
80
Salesforce
CRM
$137B
| $246K | 0.17% |
+1,794
| New | +$247K |
|
81
Illumina
ILMN
$28.9B
| $243K | 0.17% |
+834
| New | +$258K |
|
82
Coca-Cola
KO
$357B
| $243K | 0.17% |
+5,142
| New | +$246K |
|
83
Nike
NKE
$63.5B
| $241K | 0.17% |
+3,247
| New | +$243K |
|
84
VanEck Gold Miners ETF
GDX
$22.8B
| $231K | 0.16% |
+10,972
| New | +$215K |
|
85
iShares Core S&P Mid-Cap ETF
IJH
$122B
| $224K | 0.16% |
+6,730
| New | +$246K |
|
86
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.3B
| $224K | 0.16% |
+4,415
| New | +$240K |
|
87
AbbVie
ABBV
$432B
| $222K | 0.16% |
+2,409
| New | +$212K |
|
88
Tesla
TSLA
$1.49T
| $220K | 0.15% |
+9,915
| New | +$213K |
|
|
TWTR
89
DELISTED
Twitter, Inc.
TWTR
| $220K | 0.15% |
+7,665
| New | +$240K |
|
90
Textron
TXT
$15.6B
| $209K | 0.15% |
+4,542
| New | +$255K |
|
91
Honeywell
HON
$70.6B
| $206K | 0.14% |
+1,656
| New | +$226K |
|
92
iShares Russell 2000 ETF
IWM
$82.3B
| $203K | 0.14% |
+1,515
| New | +$226K |
|
93
GSK
GSK
$103B
| $200K | 0.14% |
+4,188
| New | +$206K |
|
94
Apyx Medical
APYX
$178M
| $161K | 0.11% |
+24,808
| New | +$150K |
|
95
Yext
YEXT
$544M
| $150K | 0.1% |
+10,084
| New | +$178K |
|
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