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
76
$464K 0.14%
3,692
-139
77
$452K 0.14%
5,070
78
$442K 0.13%
12,053
79
$438K 0.13%
2,856
+325
80
$428K 0.13%
11,187
81
$428K 0.13%
1,906
-33
82
$422K 0.13%
2,911
+638
83
$409K 0.12%
5,407
+37
84
$408K 0.12%
1,761
+1
85
$373K 0.11%
5,995
-138
86
$360K 0.11%
5,227
-65
87
$357K 0.11%
8,891
88
$348K 0.11%
752
89
$348K 0.11%
8,456
90
$340K 0.1%
1,018
+1
91
$336K 0.1%
10,398
+13
92
$331K 0.1%
532
+25
93
$329K 0.1%
3,638
94
$324K 0.1%
2,869
+382
95
$319K 0.1%
2,480
96
$311K 0.09%
1,414
-42
97
$310K 0.09%
588
-10
98
$287K 0.09%
1,100
+7
99
$280K 0.08%
5,845
-46
100
$279K 0.08%
1,672
-80
2 3
4
5 6