FFG

Fullen Financial Group Portfolio holdings

AUM $185M
1-Year Est. Return 6.49%
This Quarter Est. Return
1 Year Est. Return
-6.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$14M
2 +$12M
3 +$10.6M
4
VB icon
Vanguard Small-Cap ETF
VB
+$6.55M
5
VTV icon
Vanguard Value ETF
VTV
+$5.22M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$231K 0.19%
+1,721