FFG
Frisch Financial Group Portfolio holdings
AUM
$409M
This Quarter Return
+6.62%
1 Year Return
+13.02%
3 Year Return
+55.11%
5 Year Return
+81.65%
10 Year Return
–
AUM
$409M
AUM Growth
+$409M
(+15%)
Cap. Flow
+$32.9M
Cap. Flow
% of AUM
8.04%
Top 10 Holdings %
Top 10 Hldgs %
48.24%
Holding
148
New
20
Increased
81
Reduced
31
Closed
4
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$15.6M |
| 2 |
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
|
$3.97M |
| 3 |
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
|
$3.35M |
| 4 |
Vanguard Value ETF
VTV
|
$3.25M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$2.39M |
Top Sells
Sector Composition
| 1 | Technology | 9.75% |
| 2 | Financials | 7.35% |
| 3 | Communication Services | 7.25% |
| 4 | Healthcare | 3.97% |
| 5 | Consumer Discretionary | 2.58% |
