Forefront Analytics, LLC
CIK:0001696802
Investment Adviser
$202M AUM
114 holdings
Conshohocken, PA, USA
Forefront Analytics is an SEC-registered investment adviser offering innovative solutions through research-based consulting and asset management services. It was founded by Christopher Geczy, Ph.D., to integrate academic financial research with practical asset management.
Top Buys
V
VYMIVANGUARD WHITEHALL FDS+$9.7M
E
ESGDISHARES TR+$6.5M
E
ESGEISHARES INC+$5.5M
S
SIHYHARBOR ETF TRUST+$4.6M
D
DESWISDOMTREE TR+$3.8M
Top Sells
S
SPYXSPDR SER TR-$9.3M
N
NULVNUSHARES ETF TR-$8.0M
H
HDVISHARES TR-$299.8K
E
EESWISDOMTREE TR-$221.6K
U
UNHUNITEDHEALTH GROUP INC-$200.8K
Top Holdings
N
NULVNUSHARES ETF TR+7.2%$14.5M
M
MTUMISHARES TR+4.9%$9.8M
V
VYMIVANGUARD WHITEHALL FDS+4.8%$9.7M
V
VWOVANGUARD INTL EQUITY INDEX F+4.2%$8.5M
E
ESGDISHARES TR+3.2%$6.5M
Equity Positions (113)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NULV | NUSHARES ETF TR | 7.17% | $14.5M | 345,887 | $38.23 | $41.92 | -$8.0M |
M MTUM | ISHARES TR | 4.86% | $9.8M | 40,843 | $157.99 | $240.32 | +$1.4M |
V VYMI | VANGUARD WHITEHALL FDS | 4.79% | $9.7M | 120,943 | $80.11 | $80.11 | +$9.7M |
V VWO | VANGUARD INTL EQUITY INDEX F | 4.21% | $8.5M | 172,044 | $44.70 | $49.46 | +$1.4M |
E ESGD | ISHARES TR | 3.21% | $6.5M | 72,693 | $89.22 | $89.22 | +$6.5M |
Industry Allocation
FIRE, MARINE & CASUALTY INSURANCE
+1.7%
PHARMACEUTICAL PREPARATIONS
+1.3%
SEMICONDUCTORS & RELATED DEVICES
+1.2%
ELECTRIC SERVICES
+1.1%
SERVICES-PREPACKAGED SOFTWARE
+0.9%