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
$246M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$17.4M
2 +$13M
3 +$4.59M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.22M
5
AMZN icon
Amazon
AMZN
+$3.48M

Sector Composition

1 Technology 12.12%
2 Financials 10.32%
3 Communication Services 8.25%
4 Healthcare 5.91%
5 Consumer Discretionary 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,804
127
-1,571