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
$318M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$6.03M
3
+$5.82M
4
MJ icon
Amplify Alternative Harvest ETF
MJ
+$633K
5
KAPR icon
Innovator US Small Cap Power Buffer ETF April
KAPR
+$578K

Top Sells

1
+$6.62M
2
+$1.71M
3
+$1.59M
4
AAPL icon
Apple
AAPL
+$779K
5
CSGP icon
CoStar Group
CSGP
+$579K

Sector Composition

1 Technology 10.25%
2 Communication Services 9.41%
3 Consumer Discretionary 7.87%
4 Financials 7.51%
5 Healthcare 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$497K 0.16%
3,358
-1,875
77
$483K 0.15%
8,473
-101
78
$479K 0.15%
5,222
-355
79
$472K 0.15%
10,460
+35
80
$468K 0.15%
11,839
-47
81
$464K 0.15%
5,605
+12
82
$461K 0.15%
3,125
+116
83
$453K 0.14%
1,857
+145
84
$451K 0.14%
1,967
-243
85
$443K 0.14%
5,195
-266
86
$429K 0.14%
5,678
+16
87
$422K 0.13%
8,375
-102
88
$416K 0.13%
1,868
+40
89
$414K 0.13%
1,647
+275
90
$392K 0.12%
10,306
+10
91
$378K 0.12%
4,742
+981
92
$377K 0.12%
13,712
-77
93
$376K 0.12%
816
-170
94
$370K 0.12%
7,010
+500
95
$367K 0.12%
6,790
+569
96
$362K 0.11%
413
97
$362K 0.11%
12,275
-1,500
98
$357K 0.11%
11,131
+13
99
$356K 0.11%
5,083
-444
100
$352K 0.11%
5,320
+42
2 3
4
5 6