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
101
$278K 0.08%
1,256
-141
102
$277K 0.08%
10,141
-410
103
$274K 0.08%
7,298
+46
104
$274K 0.08%
1,506
+100
105
$270K 0.08%
2,959
+10
106
$268K 0.08%
6,397
-957
107
$262K 0.08%
783
108
$261K 0.08%
4,419
+14
109
$257K 0.08%
16,610
+1,500
110
$242K 0.07%
1,198
+4
111
$237K 0.07%
1,768
+7
112
$237K 0.07%
1,051
-45
113
$235K 0.07%
4,790
114
$232K 0.07%
4,105
-7
115
$232K 0.07%
4,441
-112
116
$232K 0.07%
3,047
+11
117
$228K 0.07%
3,785
+107
118
$226K 0.07%
550
119
$215K 0.07%
+2,843
120
$214K 0.06%
+3,033
121
$214K 0.06%
2,419
+7
122
$214K 0.06%
1,618
+9
123
$208K 0.06%
+608
124
$207K 0.06%
589
125
$207K 0.06%
3,648
+26
2 3 4
5
6