Instuitional Investor - Forge Financial Services Llc
Fund Profile
Filing Period:
| Fund Name: | Forge Financial Services Llc |
| Portfolio Value | $987,255,030 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Dividend Value | 5,642,721 | $240,041,271 | 24.31% | |
| 2. | Capital Group Growth Etf | 5,394,648 | $216,810,894 | 21.96% | |
| 3. | Capital Group Gbl Growth Eqt | 5,827,389 | $194,459,751 | 19.7% | |
| 4. | Capital Group Core Balanced | 3,765,044 | $129,555,198 | 13.12% | |
| 5. | First Tr Exchng Traded Fd Vi | 4,146,972 | $108,940,993 | 11.03% |
Hedge Fund Resource Center 
