Portfolio (Quarterly)
Guide ↗
FFG RETIREMENT ADVISORS LLC
· CIK 0001966438| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | DES | WISDOMTREE TR | — | 52,981.0 | $2.2M | 1.14% | +824.0 | +1.6% | $40.68 | -0.6% |
| 22 | SHLD | GLOBAL X FDS | — | 32,769.0 | $2.0M | 1.04% | +10K | +42.2% | $59.71 | +10.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Industrials
95.8%
Technology
4.2%