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
101
$271K 0.1%
761
+1
102
$265K 0.1%
1,154
+8
103
$264K 0.1%
+3,852
104
$261K 0.1%
2,169
-2,143
105
$257K 0.09%
+1,014
106
$256K 0.09%
3,963
+16
107
$246K 0.09%
4,490
-135
108
$245K 0.09%
+4,249
109
$242K 0.09%
+715
110
$237K 0.09%
+4,720
111
$233K 0.09%
+5,554
112
$230K 0.08%
+1,150
113
$229K 0.08%
+1,180
114
$228K 0.08%
+1,930
115
$225K 0.08%
+636
116
$223K 0.08%
+1,653
117
$222K 0.08%
+8,675
118
$220K 0.08%
584
+16
119
$220K 0.08%
+2,553
120
$220K 0.08%
+4,561
121
$218K 0.08%
3,706
+11
122
$216K 0.08%
+2,436
123
$214K 0.08%
1,959
+7
124
$214K 0.08%
+2,943
125
$212K 0.08%
+3,422
2 3 4
5
6