Alec Bosacker
Forefront Analytics, Llc
Assets Managed
$109.951M
Holdings
39
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
-2.92%(2Q avg: 3.09%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Forefront Analytics, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 39 positions.
Assets under management
The assets under management (AUM) of Forefront Analytics, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 109.951M in assets, with a quarterly growth rate of -2.92% and a 2-quarter average growth rate of 3.09%. The portfolio is managed by Alec Bosacker, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
ESGD Ishares Trust Ishares Esg Aw
| 22.13% | $24.328M 254,427 shares@ $95.63 avg price | Increased 20.48% |
ESGE Ishares Inc Ishares Esg Awar
| 15.28% | $16.799M 369,453 shares@ $45.47 avg price | Increased 1.58% |
VWO Vanguard Ftse Emerging Marke
| 8.86% | $9.738M 180,162 shares@ $54.05 avg price | Decreased -0.52% |
HDV Ishares Core High Dividend E
| 8.41% | $9.241M 68,087 shares@ $135.72 avg price | Decreased -1.76% |
NULV Nuveen Esg Large-cap Val Etf
| 8.1% | $8.902M 195,657 shares@ $45.5 avg price | Increased 38.4% |
ESGG Flexshares Stoxx Global Esg
| 8.05% | $8.843M 44,239 shares@ $199.9 avg price | Increased 92.36% |
DBEF Xtrackers Msci Eafe Hedged E
| 5.71% | $6.268M 126,892 shares@ $49.41 avg price | Decreased -0.75% |
MTUM Ishares Msci Usa Momentum Fa
| 5.29% | $5.816M 24,234 shares@ $240.0 avg price | Decreased -52.15% |
VEA Vanguard Ftse Developed Etf
| 2.76% | $3.031M 47,307 shares@ $64.08 avg price | Decreased -61.6% |
IVV Ishares Core S&p 500 Etf
| 2.66% | $2.922M 4,474 shares@ $653.17 avg price | Decreased -4.95% |
1-10 of 39