FFG

Frisch Financial Group Portfolio holdings

AUM $446M
1-Year Est. Return 17.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$297M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$8.45M
3
+$7.84M
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$5.98M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.92M

Top Sells

1
+$34.6M
2
+$10.3M
3
+$3.82M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.22M
5
AMZN icon
Amazon
AMZN
+$1.05M

Sector Composition

1 Technology 9.77%
2 Communication Services 9.5%
3 Financials 7.69%
4 Consumer Discretionary 6.23%
5 Healthcare 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$20K 0.01%
+667
152
– –
-7,394
153
– –
-3,464
154
– –
-6,923
155
– –
-2,695
156
– –
-1,386
157
– –
-584
3 4 5 6
7