Portfolio (Quarterly)
Guide ↗
FFG RETIREMENT ADVISORS LLC
· CIK 0001966438| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SYSB | ISHARES TR | — | 36,001.0 | $3.2M | 1.86% | NEW | — | $89.00 | -2.1% |
| 2 | AMLP | ALPS ETF TR | — | 41,168.0 | $2.2M | 1.26% | NEW | — | $52.64 | +5.2% |
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
100.0%