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
$259M
AUM Growth
-$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$9.26M
2
+$5.22M
3
+$4.11M
4
VT icon
Vanguard Total World Stock ETF
VT
+$3.1M
5
QQQE icon
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
+$1.57M

Top Sells

1
+$6.28M
2
+$4.06M
3
+$2.55M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.5M
5
MJ icon
Amplify Alternative Harvest ETF
MJ
+$2.33M

Sector Composition

1 Technology 9.29%
2 Financials 8.53%
3 Communication Services 6.5%
4 Healthcare 6.08%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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