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
$297M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$8.22M
3
+$7.83M
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$5.2M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.99M

Top Sells

1
+$34.6M
2
+$10.1M
3
+$3.93M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.27M
5
AMZN icon
Amazon
AMZN
+$1.02M

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
– –
-584
154
– –
-3,464
155
– –
-6,923
156
– –
-2,695
157
– –
-1,386
3 4 5 6
7