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
$157M
AUM Growth
+$1.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$761K
2
+$609K
3
+$607K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$418K
5
AAPL icon
Apple
AAPL
+$269K

Top Sells

1
+$205K
2
+$199K
3
+$89.4K
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$77.2K
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$33.3K

Sector Composition

1 Financials 0.7%
2 Technology 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$287K 0.18%
744
+25
52
$283K 0.18%
2,983
+24
53
$269K 0.17%
+1,756
54
$251K 0.16%
2,358
+17
55
$242K 0.15%
3,609
+12
56
$240K 0.15%
2,252
+62
57
$227K 0.14%
+768
58
$204K 0.13%
+1,157
59
– –
-1,859
1 2
3