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Home > Institutional Investor > Frisch Financial Group, Inc. > Profile

Instuitional Investor - Frisch Financial Group, Inc.

Fund Profile
Filing Period:
Fund Name: Frisch Financial Group, Inc.
Portfolio Value $265,192
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 98,047 $18,877 7.11%
2.
First Tr Nas100 Eq Weighted
 150,134 $17,633 6.64%
3.
Invesco Exchange Traded Fd T
 107,790 $17,009 6.41%
4.
Alphabet Inc.
 GOOG 104,475 $14,594 5.5%
5.
Berkshire Hathaway Inc
 BRK.A 36,777 $13,117 4.94%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)