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
$179M
AUM Growth
+$4.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$491K
2
+$297K
3
+$227K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$201K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$190K

Top Sells

1
+$304K
2
+$124K
3
+$88.8K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$49.1K
5
VTV icon
Vanguard Value ETF
VTV
+$46.5K

Sector Composition

1 Financials 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$335K 0.19%
2,936
+7
52
$314K 0.18%
3,578
+11
53
$274K 0.15%
2,123
+16
54
$259K 0.14%
2,308
+20
55
$253K 0.14%
1,144
+4
56
$234K 0.13%
1,766
+7
57
$229K 0.13%
783
+1
58
$227K 0.13%
+4,549
59
$220K 0.12%
1,642
+21
60
$201K 0.11%
+673
1 2
3