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
$311M
AUM Growth
-$7.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$6.69M
3
+$6.01M
4
VOX icon
Vanguard Communication Services ETF
VOX
+$5.72M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$5.61M

Top Sells

1
+$7.9M
2
+$7.36M
3
+$5.56M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$4.41M
5
PJAN icon
Innovator US Equity Power Buffer ETF January
PJAN
+$4.14M

Sector Composition

1 Technology 11.86%
2 Financials 8.64%
3 Communication Services 7.79%
4 Healthcare 5.06%
5 Consumer Discretionary 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-21,579
164
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-8,036
3 4 5 6
7