FFG

Frisch Financial Group Portfolio holdings

AUM $478M
1-Year Est. Return 16.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$318M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$6.22M
3
+$5.7M
4
MJ icon
Amplify Alternative Harvest ETF
MJ
+$646K
5
KAPR icon
Innovator US Small Cap Power Buffer ETF April
KAPR
+$570K

Top Sells

1
+$6.61M
2
+$1.71M
3
+$1.56M
4
AAPL icon
Apple
AAPL
+$737K
5
CSGP icon
CoStar Group
CSGP
+$579K

Sector Composition

1 Technology 10.25%
2 Communication Services 9.41%
3 Consumer Discretionary 7.87%
4 Financials 7.51%
5 Healthcare 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$95K 0.03%
+34,000
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