Forefront Analytics, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
FA Forefront Analytics, LLC | Institutional Filer | ▼ 2.92% | $110.0M | 39 |
Current Portfolio Holdings
Showing all 39 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | ESGD | ISHARES TR | — | 254K | $24.3M | 22.13% |
| 2 | ESGE | ISHARES INC | — | 369K | $16.8M | 15.28% |
| 3 | VWO | VANGUARD INTL EQUITY INDEX F | — | 180K | $9.7M | 8.86% |
| 4 | HDV | ISHARES TR | — | 68K | $9.2M | 8.40% |
| 5 | NULV | NUSHARES ETF TR | — | 196K | $8.9M | 8.10% |
| 6 | ESGG | FLEXSHARES TR | — | 44K | $8.8M | 8.04% |
| 7 | DBEF | DBX ETF TR | — | 127K | $6.3M | 5.70% |
| 8 | MTUM | ISHARES TR | — | 24K | $5.8M | 5.29% |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | — | 47K | $3.0M | 2.76% |
| 10 | IVV | ISHARES TR | — | 4K | $2.9M | 2.66% |
| 11 | NVDA | NVIDIA Corporation | Technology | 14K | $2.5M | 2.26% |
| 12 | HEEM | ISHARES INC | — | 59K | $2.2M | 1.97% |
| 13 | JPM | JPMorgan Chase & Co. | Financial Services | 5K | $1.5M | 1.33% |
| 14 | DE | Deere & Company | Industrials | 1K | $640K | 0.58% |
| 15 | UNH | UnitedHealth Group Incorporated | Healthcare | 2K | $537K | 0.49% |
Showing 1 to 15 of 39 holdings