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
76
$385K 0.14%
+13,775
77
$381K 0.14%
5,643
-889
78
$376K 0.14%
8,545
+28
79
$371K 0.14%
3,280
+1,180
80
$371K 0.14%
5,504
+36
81
$349K 0.13%
+12,050
82
$343K 0.13%
476
-189
83
$343K 0.13%
+205
84
$341K 0.12%
10,296
+4
85
$339K 0.12%
+5,624
86
$336K 0.12%
934
+41
87
$330K 0.12%
4,562
+47
88
$328K 0.12%
3,732
+50
89
$324K 0.12%
1,523
+5
90
$321K 0.12%
+4,682
91
$315K 0.12%
5,810
-350
92
$306K 0.11%
1,374
+125
93
$304K 0.11%
13,771
+310
94
$294K 0.11%
1,614
+9
95
$293K 0.11%
2,739
+9
96
$291K 0.11%
2,680
-431
97
$286K 0.1%
9,465
-1,317
98
$282K 0.1%
6,871
+137
99
$278K 0.1%
+6,923
100
$275K 0.1%
2,695
-46
2 3
4
5 6