FFG
Fullen Financial Group Portfolio holdings
AUM
$185M
1-Year Est. Return
6.49%
1 Year Est. Return
-6.49%
AUM
$185M
AUM Growth
+$9.37M
(+5.3%)
Holding
59
Top Buys
| 1 | +$2.05M | |
| 2 | +$1.98M | |
| 3 | +$1.83M | |
| 4 |
Vanguard Growth ETF
VUG
|
+$1.59M |
| 5 |
Vanguard Value ETF
VTV
|
+$1.51M |
Top Sells
| 1 | +$428K | |
| 2 | +$113K | |
| 3 | +$62.9K | |
| 4 |
Vanguard Ultra-Short Bond ETF
VUSB
|
+$49.4K |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$29.1K |
Sector Composition
| 1 | Financials | 0.46% |
| 2 | Technology | 0.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Apple
AAPL
$3.98T
| $265K | 0.14% |
1,561
+1
|
|
||
52
Vanguard ESG US Stock ETF
ESGV
$11.9B
| $263K | 0.14% |
3,636
+10
|
|
||
53
Vanguard High Dividend Yield ETF
VYM
$64.7B
| $256K | 0.14% |
2,397
+17
|
|
||
54
iShares TIPS Bond ETF
TIP
$13.8B
| $250K | 0.13% |
2,265
+3
|
|
||
55
SPDR S&P 500 ETF Trust
SPY
$679B
| $240K | 0.13% |
578
+3
|
|
||
56
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.87B
| $228K | 0.12% |
2,050
|
|
||
57
Vanguard Large-Cap ETF
VV
$47.4B
| $221K | 0.12% |
1,167
+4
|
|
||
58
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.8B
| $210K | 0.11% |
1,914
+18
|
|
||
|
59
Vanguard Ultra-Short Bond ETF
VUSB
$5.66B
| $208K | 0.11% |
4,229
-1,003
|
|