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
$131M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$897K
2
+$597K
3
+$495K
4
VB icon
Vanguard Small-Cap ETF
VB
+$415K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$410K

Top Sells

1
+$156K
2
+$57.9K
3
+$746

Sector Composition

1 Financials 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$270K 0.21%
2,137
-458
52
$232K 0.18%
1,723
+2
53
$218K 0.17%
+3,529
54
$209K 0.16%
+942
55
$206K 0.16%
+616
1 2
3