<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>FFLG filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of FFLG compared with the one before: positions added and dropped, the largest weight changes, turnover. Computed by Mulden from the filings; dated by filing period and SEC receipt.</description><link>https://themulden.com/</link><language>en</language><item><title>FFLG: filing for 2026-04-30 -- 16 added, 17 dropped, turnover 13.8%</title><link>https://themulden.com/funds/fflg/</link><guid isPermaLink="true">https://themulden.com/funds/fflg/</guid><description>98 positions became 97: 16 added (4.24% of the fund), 17 dropped (5.95%). Turnover proxy 13.8%. Largest increases: ELI LILLY and CO 1.44% to 2.52%; MARVELL TECHNOLOGY INC 0.93% to 1.79%; HOWMET AEROSPACE INC 0.13% to 0.81%; ALPHABET INC 6% to 6.62%; LUMENTUM HOLDINGS INC 0.56% to 1.09%; STERLING INFRASTRUCTURE INC 0.24% to 0.75%. Largest decreases: MICROSOFT CORP 6.74% to 5.78%; NVIDIA CORP 15.52% to 14.56%; BOSTON SCIENTIFIC CORP 1.33% to 0.46%; META PLATFORMS INC 5.11% to 4.42%; LOWES COS INC 0.98% to 0.57%; UCB SA 0.76% to 0.42%. New: WESTINGHOUSE AIR BRAKE TECH CORP (0.66%), RBC BEARINGS INC (0.51%), SEAGATE TECHNOLOGY HOLDINGS PLC (0.46%), MONOLITHIC POWER SYSTEMS INC (0.39%), ALCOA CORP (0.34%), MODERNA INC (0.3%). Gone: APOLLO GLOBAL MANAGEMENT, INC (0.77%), EMCOR GROUP INC (0.7%), VULCAN MATERIALS CO (0.57%), REDDIT INC (0.54%), GOLDMAN SACHS GROUP INC (THE) (0.45%), ORACLE CORP (0.45%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 26 Jun 2026 12:00:00 GMT</pubDate></item><item><title>FFLG: filing for 2026-01-31 -- 21 added, 15 dropped, turnover 16%</title><link>https://themulden.com/funds/fflg/</link><guid isPermaLink="true">https://themulden.com/funds/fflg/</guid><description>92 positions became 98: 21 added (6.39% of the fund), 15 dropped (4.84%). Turnover proxy 16%. Largest increases: ALPHABET INC 4.47% to 6%; SANDISK CORP/DE 0.05% to 0.96%; META PLATFORMS INC 4.42% to 5.11%; ALPHABET INC 2.42% to 2.92%; TESLA INC 1.09% to 1.55%; GOLDMAN SACHS GROUP INC (THE) 0.07% to 0.45%. Largest decreases: MICROSOFT CORP 9.24% to 6.74%; NVIDIA CORP 16.5% to 15.52%; HOWMET AEROSPACE INC 0.92% to 0.13%; ORACLE CORP 1.06% to 0.45%; APPLE INC 8.67% to 8.07%; AMAZON.COM INC 6.83% to 6.24%. New: MICRON TECHNOLOGY INC (0.72%), CIENA CORP (0.51%), NEXTPOWER INC (0.5%), CUMMINS INC (0.42%), CORNING INC (0.42%), DANAHER CORP (0.4%). Gone: UBER TECHNOLOGIES INC (0.69%), FLEX LTD (0.67%), BUILDERS FIRSTSOURCE INC (0.55%), BLUE OWL CAPITAL INC (0.43%), WALMART INC (0.41%), VISTRA CORP (0.32%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 25 Mar 2026 12:00:00 GMT</pubDate></item><item><title>FFLG: filing for 2025-10-31 -- 27 added, 23 dropped, turnover 16.2%</title><link>https://themulden.com/funds/fflg/</link><guid isPermaLink="true">https://themulden.com/funds/fflg/</guid><description>88 positions became 92: 27 added (8% of the fund), 23 dropped (7.24%). Turnover proxy 16.2%. Largest increases: BROADCOM INC 2.09% to 3.66%; APPLE INC 7.45% to 8.67%; ALPHABET INC 3.49% to 4.47%; TESLA INC 0.37% to 1.09%; TAIWAN SEMICONDUCTOR MFG CO LTD 1.85% to 2.41%; APPLOVIN CORP 0.99% to 1.41%. Largest decreases: AMAZON.COM INC 8.18% to 6.83%; META PLATFORMS INC 5.52% to 4.42%; MICROSOFT CORP 10.24% to 9.24%; ELI LILLY and CO 1.96% to 1.28%; NXP SEMICONDUCTORS NV 0.73% to 0.23%; UBER TECHNOLOGIES INC 1.06% to 0.69%. New: ORACLE CORP (1.06%), AMPHENOL CORPORATION NEW (0.88%), WELLTOWER INC (0.7%), CELESTICA INC (0.53%), COMFORT SYSTEMS USA INC (0.46%), NRG ENERGY INC (0.43%). Gone: GALLAGHER (ARTHUR J.) and CO (0.7%), KEURIG DR PEPPER INC (0.61%), DEERE and CO (0.6%), TOAST INC (0.46%), LULULEMON ATHLETICA INC (0.43%), INTERCONTINENTAL EXCHANGE INC (0.37%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 23 Dec 2025 12:00:00 GMT</pubDate></item><item><title>FFLG: filing for 2025-07-31 -- 12 added, 16 dropped, turnover 14.6%</title><link>https://themulden.com/funds/fflg/</link><guid isPermaLink="true">https://themulden.com/funds/fflg/</guid><description>92 positions became 88: 12 added (3.6% of the fund), 16 dropped (5.56%). Turnover proxy 14.6%. Largest increases: NVIDIA CORP 12.14% to 16.09%; MICROSOFT CORP 8.12% to 10.24%; META PLATFORMS INC 4.85% to 5.52%; ROBLOX CORP 0.63% to 1.18%; SHARKNINJA INC 0.26% to 0.57%; STARBUCKS CORP 0.41% to 0.71%. Largest decreases: APPLE INC 9.65% to 7.45%; CADENCE DESIGN SYSTEMS INC 1.03% to 0.3%; AMAZON.COM INC 8.74% to 8.18%; ELI LILLY and CO 2.48% to 1.96%; ROKU INC 0.73% to 0.23%; NETFLIX INC 2.92% to 2.41%. New: VULCAN MATERIALS CO (0.62%), CIRCLE INTERNET GROUP INC (0.43%), INTERCONTINENTAL EXCHANGE INC (0.37%), VEEVA SYS INC (0.36%), EXXON MOBIL CORP (0.35%), LAUDER ESTEE COS INC (0.28%). Gone: GE AEROSPACE (1.04%), HUBSPOT INC (0.95%), FISERV INC (0.75%), REGENERON PHARMACEUTICALS INC (0.48%), DANAHER CORP (0.47%), PDD HOLDINGS INC (0.37%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 26 Sep 2025 12:00:00 GMT</pubDate></item><item><title>FFLG: filing for 2025-04-30 -- 16 added, 23 dropped, turnover 12.2%</title><link>https://themulden.com/funds/fflg/</link><guid isPermaLink="true">https://themulden.com/funds/fflg/</guid><description>99 positions became 92: 16 added (4.99% of the fund), 23 dropped (6.39%). Turnover proxy 12.2%. Largest increases: NETFLIX INC 2.06% to 2.92%; NVIDIA CORP 11.6% to 12.14%; ROBLOX CORP 0.13% to 0.63%; UBER TECHNOLOGIES INC 0.92% to 1.37%; PHILIP MORRIS INTERNATIONAL INC 0.23% to 0.59%; TJX COMPANIES INC 0.62% to 0.96%. Largest decreases: ALPHABET INC 5.07% to 3.97%; Fidelity Revere Street Trust 1.15% to 0.62%; TESLA INC 1.02% to 0.49%; TAIWAN SEMICONDUCTOR MFG CO LTD 2.6% to 2.1%; ON SEMICONDUCTOR CORP 0.48% to 0.11%; RH 0.52% to 0.16%. New: GALLAGHER (ARTHUR J.) and CO (0.75%), FISERV INC (0.75%), DEERE and CO (0.52%), STARBUCKS CORP (0.41%), PDD HOLDINGS INC (0.37%), BYD CO LTD (0.32%). Gone: COINBASE GLOBAL INC (0.66%), UNITEDHEALTH GROUP INC (0.51%), VISTRA CORP (0.47%), BLOCK INC (0.46%), MONSTER BEVERAGE CORP NEW (0.4%), MONOLITHIC POWER SYSTEMS INC (0.36%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 26 Jun 2025 12:00:00 GMT</pubDate></item><item><title>FFLG: filing for 2025-01-31 -- 15 added, 14 dropped, turnover 17.2%</title><link>https://themulden.com/funds/fflg/</link><guid isPermaLink="true">https://themulden.com/funds/fflg/</guid><description>98 positions became 99: 15 added (5.15% of the fund), 14 dropped (4.01%). Turnover proxy 17.2%. Largest increases: ALPHABET INC 2.56% to 5.07%; AMAZON.COM INC 7.13% to 8.5%; BROADCOM INC 0.3% to 1.6%; Fidelity Revere Street Trust 0.19% to 1.15%; TESLA INC 0.13% to 1.02%; APPLOVIN CORP 0.19% to 0.96%. Largest decreases: APPLE INC 11.72% to 9.36%; NVIDIA CORP 13.78% to 11.6%; UBER TECHNOLOGIES INC 1.8% to 0.92%; MICROSOFT CORP 8.6% to 7.82%; T-MOBILE US INC 0.95% to 0.22%; ASML HOLDING NV 1.05% to 0.33%. New: AXON ENTERPRISE INC (0.92%), CHIPOTLE MEXICAN GRILL INC (0.56%), BLUE OWL CAPITAL INC (0.5%), VISTRA CORP (0.47%), TOAST INC (0.37%), TRIP.COM GROUP LTD (0.3%). Gone: EXXON MOBIL CORP (0.53%), INTERCONTINENTAL EXCHANGE INC (0.52%), LVMH MOET HENNESSY LOUIS VUITTON SE (0.51%), TOPBUILD CORP (0.51%), INGERSOLL RAND INC (0.49%), VULCAN MATERIALS CO (0.35%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 31 Mar 2025 12:00:00 GMT</pubDate></item><item><title>FFLG: filing for 2024-10-31 -- 18 added, 12 dropped, turnover 13.6%</title><link>https://themulden.com/funds/fflg/</link><guid isPermaLink="true">https://themulden.com/funds/fflg/</guid><description>92 positions became 98: 18 added (5.79% of the fund), 12 dropped (3.72%). Turnover proxy 13.6%. Largest increases: APPLE INC 9.73% to 11.72%; ELI LILLY and CO 1.38% to 2.47%; NVIDIA CORP 13.03% to 13.78%; META PLATFORMS INC 4.62% to 5.33%; TAIWAN SEMICONDUCTOR MFG CO LTD 1.95% to 2.5%; CARVANA CO 0.36% to 0.8%. Largest decreases: ALPHABET INC 4.36% to 2.38%; MICROSOFT CORP 10.52% to 8.6%; EATON CORP PLC 1.17% to 0.22%; COMFORT SYSTEMS USA INC 0.64% to 0.12%; ASML HOLDING NV 1.53% to 1.05%; NOVO-NORDISK AS 0.45% to 0.07%. New: APOLLO GLOBAL MANAGEMENT INC (0.7%), COHERENT CORP (0.55%), BUILDERS FIRSTSOURCE INC (0.55%), INTERCONTINENTAL EXCHANGE INC (0.52%), INGERSOLL RAND INC (0.49%), FTAI AVIATION LTD (0.48%). Gone: VERTIV HOLDINGS CO (0.8%), EMCOR GROUP INC (0.73%), COSTAR GROUP INC (0.42%), VISTRA CORP (0.25%), FREEPORT-MCMORAN INC (0.25%), ARES MANAGEMENT CORP (0.24%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 Dec 2024 12:00:00 GMT</pubDate></item><item><title>FFLG: filing for 2024-07-31 -- 16 added, 16 dropped, turnover 13.9%</title><link>https://themulden.com/funds/fflg/</link><guid isPermaLink="true">https://themulden.com/funds/fflg/</guid><description>92 positions became 92: 16 added (5.14% of the fund), 16 dropped (5.73%). Turnover proxy 13.9%. Largest increases: APPLE INC 7.25% to 9.73%; NVIDIA CORP 10.62% to 13.03%; LULULEMON ATHLETICA INC 0.1% to 0.79%; HOWMET AEROSPACE INC 0% to 0.5%; TAIWAN SEMICONDUCTOR MFG CO LTD 1.58% to 1.95%; ALNYLAM PHARMACEUTICALS INC 0.36% to 0.61%. Largest decreases: ELI LILLY and CO 2.81% to 1.38%; MICROSOFT CORP 11.92% to 10.52%; TJX COMPANIES INC 1.24% to 0.63%; VERTIV HOLDINGS CO 1.31% to 0.8%; ARES MANAGEMENT CORP 0.74% to 0.24%; BLOCK INC 0.5% to 0.09%. New: TOPBUILD CORP (0.72%), UNITEDHEALTH GROUP INC (0.63%), THERMO FISHER SCIENTIFIC INC (0.59%), CARVANA CO (0.36%), DOMINOS PIZZA INC (0.34%), GE VERNOVA INC (0.32%). Gone: ADVANCED MICRO DEVICES INC (0.89%), HERMES INTL SCA (0.78%), ORACLE CORP (0.75%), GLOBAL PAYMENTS INC (0.61%), STRYKER CORP (0.55%), BOEING CO (0.48%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 25 Sep 2024 12:00:00 GMT</pubDate></item><item><title>FFLG: filing for 2024-04-30 -- 46 added, 67 dropped, turnover 38.6%</title><link>https://themulden.com/funds/fflg/</link><guid isPermaLink="true">https://themulden.com/funds/fflg/</guid><description>113 positions became 92: 46 added (21.79% of the fund), 67 dropped (23.94%). Turnover proxy 38.6%. Largest increases: APPLE INC 2.08% to 7.25%; AMAZON.COM INC 5.23% to 7.56%; NVIDIA CORP 9.18% to 10.62%; ELI LILLY and CO 1.45% to 2.81%; NETFLIX INC 0.55% to 1.74%; EATON CORP PLC 0.17% to 1.18%. Largest decreases: ROKU INC 2.58% to 0.26%; SEA LTD 2% to 0.28%; T-MOBILE US INC 2.49% to 0.8%; UBER TECHNOLOGIES INC 3.55% to 2.23%; META PLATFORMS INC 5.79% to 4.57%; ON SEMICONDUCTOR CORP 1.62% to 0.71%. New: MASTERCARD INC (2.04%), ASML HOLDING NV (1.38%), TJX COMPANIES INC (1.24%), CADENCE DESIGN SYSTEMS INC (1%), GENERAL ELECTRIC CO (0.88%), MONOLITHIC POWER SYSTEMS INC (0.78%). Gone: UNITEDHEALTH GROUP INC (1.98%), VISA INC (1.64%), LPL FINANCIAL HOLDINGS INC (1.13%), FISERV INC (1.06%), ADOBE INC (1.02%), FLOOR and DECOR HOLDINGS INC (0.88%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 28 Jun 2024 12:00:00 GMT</pubDate></item><item><title>FFLG: filing for 2024-01-31 -- 13 added, 12 dropped, turnover 12.4%</title><link>https://themulden.com/funds/fflg/</link><guid isPermaLink="true">https://themulden.com/funds/fflg/</guid><description>112 positions became 113: 13 added (2.09% of the fund), 12 dropped (2.88%). Turnover proxy 12.4%. Largest increases: SEA LTD 1.06% to 2%; NVIDIA CORP 8.25% to 9.18%; META PLATFORMS INC 5.09% to 5.79%; LOWES COS INC 0.41% to 1.1%; ADOBE INC 0.37% to 1.02%; UBER TECHNOLOGIES INC 2.96% to 3.55%. Largest decreases: T-MOBILE US INC 4.32% to 2.49%; HUMANA INC 1.32% to 0.6%; FLEX LTD 2.08% to 1.38%; ANTERO RESOURCES CORPORATION 1.01% to 0.33%; UNITEDHEALTH GROUP INC 2.62% to 1.98%; BLOCK INC 1.31% to 0.75%. New: HILTON WORLDWIDE HOLDINGS INC (0.47%), BUILDERS FIRSTSOURCE INC (0.44%), PLANET FITNESS INC (0.36%), DOMINOS PIZZA INC (0.25%), ARISTA NETWORKS INC (0.13%), ACCENTURE PLC (0.1%). Gone: MASTERCARD INC (0.62%), HESS CORP (0.4%), PALO ALTO NETWORKS INC (0.36%), BILL HOLDINGS INC (0.33%), ELASTIC NV (0.32%), SHIFT4 PAYMENTS INC (0.27%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 27 Mar 2024 12:00:00 GMT</pubDate></item><item><title>FFLG: filing for 2023-10-31 -- 11 added, 32 dropped, turnover 12%</title><link>https://themulden.com/funds/fflg/</link><guid isPermaLink="true">https://themulden.com/funds/fflg/</guid><description>133 positions became 112: 11 added (2.32% of the fund), 32 dropped (4.01%). Turnover proxy 12%. Largest increases: META PLATFORMS INC 3.47% to 5.09%; MICROSOFT CORP 10.14% to 11.38%; BOSTON SCIENTIFIC CORP 0.88% to 2.04%; T-MOBILE US INC 3.34% to 4.32%; AMAZON.COM INC 4.79% to 5.39%; ELI LILLY and CO 0.43% to 0.87%. Largest decreases: BLOCK INC 2.32% to 1.31%; ON SEMICONDUCTOR CORP 2.36% to 1.52%; APPLE INC 2.2% to 1.53%; CENTENE CORP DEL 1.02% to 0.55%; ADVANCED MICRO DEVICES INC 1.99% to 1.55%; APPLIED MATERIALS INC 0.64% to 0.25%. New: VERTIV HOLDINGS CO (1.18%), AMERICAN TOWER CORP (0.29%), EATON CORP PLC (0.18%), COCA COLA CO (0.16%), STRUCTURE THERAPEUTICS INC (0.13%), NOVO-NORDISK AS (0.11%). Gone: NUVEI CORP (0.99%), FIVE9 INC (0.4%), LAM RESEARCH CORP (0.38%), CONFLUENT INC (0.23%), RIVIAN AUTOMOTIVE INC (0.19%), TECHTARGET INC (0.18%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 29 Dec 2023 12:00:00 GMT</pubDate></item><item><title>FFLG: filing for 2023-07-31 -- 14 added, 19 dropped, turnover 14%</title><link>https://themulden.com/funds/fflg/</link><guid isPermaLink="true">https://themulden.com/funds/fflg/</guid><description>138 positions became 133: 14 added (1% of the fund), 19 dropped (3.49%). Turnover proxy 14%. Largest increases: NVIDIA CORP 6.08% to 8.36%; ROKU INC 1.01% to 2.35%; GLOBAL PAYMENTS INC 0.05% to 0.86%; AMAZON.COM INC 4.07% to 4.79%; META PLATFORMS INC 2.84% to 3.47%; UBER TECHNOLOGIES INC 2.56% to 3.09%. Largest decreases: TESLA INC 1.15% to 0.06%; EXXON MOBIL CORP 0.97% to 0.05%; ADVANCED MICRO DEVICES INC 2.77% to 1.99%; APPLE INC 2.82% to 2.2%; GLOBALFOUNDRIES INC 1.07% to 0.47%; T-MOBILE US INC 3.88% to 3.34%. New: BJS WHOLESALE CLUB HOLDINGS INC (0.16%), COINBASE GLOBAL INC (0.16%), WORKDAY INC (0.12%), RH (0.1%), ENPHASE ENERGY INC (0.08%), REPLIGEN CORP (0.07%). Gone: WELLS FARGO and CO (1.32%), LOCKHEED MARTIN CORP (0.44%), DOORDASH INC (0.43%), NORTHROP GRUMMAN CORP (0.33%), CENOVUS ENERGY INC (0.25%), RAMBUS INC (0.19%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 25 Sep 2023 12:00:00 GMT</pubDate></item><item><title>FFLG: filing for 2023-04-30 -- 23 added, 26 dropped, turnover 16.2%</title><link>https://themulden.com/funds/fflg/</link><guid isPermaLink="true">https://themulden.com/funds/fflg/</guid><description>141 positions became 138: 23 added (2.95% of the fund), 26 dropped (5.2%). Turnover proxy 16.2%. Largest increases: MICROSOFT CORP 8.13% to 10.36%; NVIDIA CORP 4.41% to 6.08%; META PLATFORMS INC 1.55% to 2.84%; BLOCK INC 0.67% to 1.8%; FLEX LTD 0.97% to 1.71%; EPAM SYSTEMS INC 0.7% to 1.17%. Largest decreases: ANTERO RESOURCES CORPORATION 2.46% to 0.88%; TESLA INC 2.25% to 1.15%; EXXON MOBIL CORP 1.7% to 0.97%; HESS CORP 1.58% to 0.85%; CENOVUS ENERGY INC 0.91% to 0.25%; CANADIAN NATURAL RESOURCES LTD 1.16% to 0.54%. New: FLOOR and DECOR HOLDINGS INC (0.68%), FISERV INC (0.63%), LOWES COS INC (0.53%), TWILIO INC (0.27%), RIVIAN AUTOMOTIVE INC (0.14%), APOLLO GLOBAL MANAGEMENT INC (0.11%). Gone: GODADDY INC (1.06%), OAK STREET HEALTH INC (0.87%), NUTRIEN LTD (0.55%), GLOBAL-E ONLINE LTD (0.51%), CF INDUSTRIES HOLDINGS INC (0.27%), ARCELORMITTAL SA LUXEMBOURG (0.21%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 27 Jun 2023 12:00:00 GMT</pubDate></item><item><title>FFLG: filing for 2023-01-31 -- 13 added, 16 dropped, turnover 11.6%</title><link>https://themulden.com/funds/fflg/</link><guid isPermaLink="true">https://themulden.com/funds/fflg/</guid><description>144 positions became 141: 13 added (1.54% of the fund), 16 dropped (2.95%). Turnover proxy 11.6%. Largest increases: NVIDIA CORP 3.06% to 4.41%; META PLATFORMS INC 0.65% to 1.55%; ADVANCED MICRO DEVICES INC 1.45% to 2.31%; AMAZON.COM INC 3.9% to 4.62%; ON SEMICONDUCTOR CORP 1.41% to 1.94%; BLOCK INC 0.27% to 0.67%. Largest decreases: TESLA INC 2.99% to 2.25%; APPLE INC 3.82% to 3.26%; ALPHABET INC 4.71% to 4.28%; FREEPORT-MCMORAN INC 0.54% to 0.11%; ROKU INC 1% to 0.61%; T-MOBILE US INC 4.65% to 4.26%. New: LPL FINANCIAL HOLDINGS INC (0.32%), THERMO FISHER SCIENTIFIC INC (0.26%), TAIWAN SEMICONDUCTOR MFG CO LTD (0.24%), ACV AUCTIONS INC (0.12%), APTIV PLC (0.11%), LILLY (ELI) and CO (0.09%). Gone: AIRBNB INC (0.49%), TWILIO INC (0.42%), LIFESTANCE HEALTH GROUP INC (0.28%), MOSAIC CO (0.24%), OPENDOOR TECHNOLOGIES INC (0.23%), PIONEER NATURAL RESOURCES CO (0.2%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 27 Mar 2023 12:00:00 GMT</pubDate></item><item><title>FFLG: filing for 2022-10-31 -- 12 added, 9 dropped, turnover 11%</title><link>https://themulden.com/funds/fflg/</link><guid isPermaLink="true">https://themulden.com/funds/fflg/</guid><description>141 positions became 144: 12 added (1% of the fund), 9 dropped (1.25%). Turnover proxy 11%. Largest increases: ADVANCED MICRO DEVICES INC 0.48% to 1.45%; UNITEDHEALTH GROUP INC 1.5% to 2.41%; UBER TECHNOLOGIES INC 1.63% to 2.5%; APPLE INC 3.21% to 3.82%; AMAZON.COM INC 3.42% to 3.9%; T-MOBILE US INC 4.18% to 4.65%. Largest decreases: MICROSOFT CORP 9.42% to 8.25%; ALPHABET INC 5.7% to 4.71%; NVIDIA CORP 3.82% to 3.06%; ROKU INC 1.52% to 1%; FREEPORT-MCMORAN INC 1.02% to 0.54%; SNOWFLAKE INC 0.58% to 0.12%. New: CHARTER COMMUNICATIONS INC (0.19%), NETFLIX INC (0.19%), SNAP INC (0.12%), GLOBANT SA (0.1%), VERVE THERAPEUTICS INC (0.08%), ORACLE CORP (0.06%). Gone: Cognizant Technology Solutions Corp (0.6%), Gitlab Inc (0.14%), Shopify Inc (0.11%), Exelon Corp (0.1%), ConocoPhillips (0.09%), Surgery Partners Inc (0.07%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 28 Dec 2022 12:00:00 GMT</pubDate></item><item><title>FFLG: filing for 2022-07-31 -- 15 added, 37 dropped, turnover 18.4%</title><link>https://themulden.com/funds/fflg/</link><guid isPermaLink="true">https://themulden.com/funds/fflg/</guid><description>163 positions became 141: 15 added (3.19% of the fund), 37 dropped (5.67%). Turnover proxy 18.4%. Largest increases: Tesla Inc 1.52% to 3.17%; Antero Resources Corp 0.69% to 2.3%; Apple Inc 1.86% to 3.21%; UnitedHealth Group Inc 0.51% to 1.5%; Exxon Mobil Corp 1.59% to 2.34%; Ovintiv Inc 0.11% to 0.81%. Largest decreases: Freeport-McMoRan Inc 3.35% to 1.02%; Amazon.com Inc 5.49% to 3.42%; Salesforce Inc 1.63% to 0.44%; Meta Platforms Inc 1.78% to 1.03%; Microsoft Corp 10.16% to 9.42%; Alphabet Inc 6.3% to 5.7%. New: Snowflake Inc (0.58%), Advanced Micro Devices Inc (0.48%), Imperial Oil Ltd (0.34%), Marqeta Inc (0.29%), Guardant Health Inc (0.28%), Bill.com Holdings Inc (0.27%). Gone: Carvana Co (2.35%), Snap Inc (0.79%), Dick&apos;s Sporting Goods Inc (0.46%), Rivian Automotive Inc (0.3%), Golden Ocean Group Ltd (0.21%), EngageSmart Inc (0.21%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 27 Sep 2022 12:00:00 GMT</pubDate></item><item><title>FFLG: filing for 2022-04-30 -- 25 added, 23 dropped, turnover 19.5%</title><link>https://themulden.com/funds/fflg/</link><guid isPermaLink="true">https://themulden.com/funds/fflg/</guid><description>161 positions became 163: 25 added (6.92% of the fund), 23 dropped (3.28%). Turnover proxy 19.5%. Largest increases: Freeport-McMoRan Inc 1.93% to 3.35%; T-Mobile US Inc 2.34% to 3.7%; Microsoft Corp 8.94% to 10.16%; Hess Corp 0.58% to 1.3%; Visa Inc 0.8% to 1.51%; Cenovus Energy Inc 0.16% to 0.79%. Largest decreases: Amazon.com Inc 7.05% to 5.49%; Meta Platforms Inc 3.15% to 1.78%; Sea Ltd 2.27% to 0.93%; Wix.com Ltd 1.2% to 0.02%; Adobe Inc 0.76% to 0%; Micron Technology Inc 1.05% to 0.36%. New: Exxon Mobil Corp (1.59%), Antero Resources Corp (0.69%), PG&amp;amp;E Corp (0.56%), Alcoa Corp (0.53%), ArcelorMittal SA (0.53%), Nutrien Ltd (0.46%). Gone: Global Payments Inc (0.62%), Coinbase Global Inc (0.45%), Lightspeed Commerce Inc (0.37%), Ceridian HCM Holding Inc (0.33%), Capital One Financial Corp (0.28%), UiPath Inc (0.21%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 23 Jun 2022 12:00:00 GMT</pubDate></item><item><title>FFLG: filing for 2022-01-31 -- 20 added, 42 dropped, turnover 19.7%</title><link>https://themulden.com/funds/fflg/</link><guid isPermaLink="true">https://themulden.com/funds/fflg/</guid><description>183 positions became 161: 20 added (3.9% of the fund), 42 dropped (9.01%). Turnover proxy 19.7%. Largest increases: Amazon.com Inc 5.22% to 7.05%; Carvana Co 1.51% to 3.03%; NVIDIA Corp 2.8% to 4%; T-Mobile US Inc 1.47% to 2.34%; Microsoft Corp 8.09% to 8.94%; GLOBALFOUNDRIES Inc 0.14% to 0.88%. Largest decreases: Apple Inc 3.94% to 2.5%; Netflix Inc 1.46% to 0.4%; UnitedHealth Group Inc 1.24% to 0.39%; Tesla Inc 2.3% to 1.77%; Block Inc 1.02% to 0.56%; Sea Ltd 2.72% to 2.27%. New: Canadian Natural Resources Ltd (0.68%), Hess Corp (0.58%), Rivian Automotive Inc (0.55%), Cognizant Technology Solutions Corp (0.32%), Shift4 Payments Inc (0.29%), HashiCorp Inc (0.25%). Gone: PayPal Holdings Inc (1.02%), Regeneron Pharmaceuticals Inc (0.98%), Zoom Video Communications Inc (0.65%), Digital Turbine Inc (0.47%), Sunrun Inc (0.45%), Autodesk Inc (0.41%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 24 Mar 2022 12:00:00 GMT</pubDate></item><item><title>FFLG: filing for 2021-10-31 -- 21 added, 44 dropped, turnover 12.8%</title><link>https://themulden.com/funds/fflg/</link><guid isPermaLink="true">https://themulden.com/funds/fflg/</guid><description>206 positions became 183: 21 added (2.82% of the fund), 44 dropped (5.71%). Turnover proxy 12.8%. Largest increases: Tesla Inc 1.66% to 2.3%; Uber Technologies Inc 1.59% to 2.19%; Freeport-McMoRan Inc 0.99% to 1.5%; Global Payments Inc 0.25% to 0.7%; Sea Ltd 2.33% to 2.72%; LifeStance Health Group Inc 0.12% to 0.52%. Largest decreases: Facebook Inc 4.47% to 2.87%; Apple Inc 4.29% to 3.94%; Moderna Inc 0.36% to 0.01%; T-Mobile US Inc 1.8% to 1.47%; NXP Semiconductors NV 1.47% to 1.19%; Neurocrine Biosciences Inc 0.58% to 0.31%. New: Lightspeed Commerce Inc (0.72%), TDCX Inc (0.27%), Matterport Inc (0.2%), Acceleron Pharma Inc (0.2%), UiPath Inc (0.17%), Insulet Corp (0.16%). Gone: Lightspeed POS Inc (0.82%), Costco Wholesale Corp (0.57%), Novavax Inc (0.57%), 1Life Healthcare Inc (0.4%), Cigna Corp (0.39%), AbbVie Inc (0.34%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 21 Dec 2021 12:00:00 GMT</pubDate></item><item><title>FFLG: filing for 2021-07-31 -- 39 added, 32 dropped, turnover 12.9%</title><link>https://themulden.com/funds/fflg/</link><guid isPermaLink="true">https://themulden.com/funds/fflg/</guid><description>199 positions became 206: 39 added (4.61% of the fund), 32 dropped (2.93%). Turnover proxy 12.9%. Largest increases: Alphabet Inc 1.8% to 2.52%; Apple Inc 3.68% to 4.29%; Freeport-McMoRan Inc 0.39% to 0.99%; Alphabet Inc 5.25% to 5.83%; Facebook Inc 3.92% to 4.47%; Airbnb Inc 0.05% to 0.43%. Largest decreases: Pinduoduo Inc 1.25% to 0.03%; Alibaba Group Holding Ltd 1.05% to 0.03%; State Street Institutional Treasury Plus Money Market Fund 1.03% to 0.34%; Tesla Inc 2.23% to 1.66%; Amazon.com Inc 5.36% to 4.83%; 1Life Healthcare Inc 0.85% to 0.4%. New: Global-e Online Ltd (0.58%), Chewy Inc (0.43%), Intapp Inc (0.4%), Dick&apos;s Sporting Goods Inc (0.34%), Marqeta Inc (0.26%), CareMax Inc (0.17%). Gone: MercadoLibre Inc (0.43%), Activision Blizzard Inc (0.41%), Twitter Inc (0.3%), Etsy Inc (0.27%), Array Technologies Inc (0.16%), IAC/InterActiveCorp (0.15%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 23 Sep 2021 12:00:00 GMT</pubDate></item></channel></rss>