FFG
Ford Financial Group Portfolio holdings
AUM
$2.36M
This Quarter Return
+4.56%
1 Year Return
-7.29%
3 Year Return
+47.66%
5 Year Return
+37.16%
10 Year Return
–
AUM
$133M
AUM Growth
–
Cap. Flow
+$133M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
72.85%
Holding
456
New
456
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$32.3M |
| 2 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$20.5M |
| 3 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$13.3M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$6.02M |
| 5 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$5.27M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 1.67% |
| 2 | Technology | 0.81% |
| 3 | Real Estate | 0.66% |
| 4 | Industrials | 0.65% |
| 5 | Consumer Discretionary | 0.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Progressive
PGR
$144B
| $10K | 0.01% |
+192
| New | +$10K |
|
227
Pultegroup
PHM
$26.1B
| $10K | 0.01% |
+311
| New | +$10K |
|
228
PPL Corp
PPL
$26.9B
| $10K | 0.01% |
+330
| New | +$10K |
|
229
Sysco
SYY
$38.5B
| $10K | 0.01% |
+164
| New | +$10K |
|
230
Zimmer Biomet
ZBH
$20.8B
| $10K | 0.01% |
+81
| New | +$10K |
|
|
ERF
231
DELISTED
Enerplus Corporation
ERF
| $10K | 0.01% |
+1,000
| New | +$10K |
|
|
DRE
232
DELISTED
Duke Realty Corp.
DRE
| $10K | 0.01% |
+378
| New | +$10K |
|
|
CY
233
DELISTED
Cypress Semiconductor
CY
| $10K | 0.01% |
+651
| New | +$10K |
|
234
Albemarle
ALB
$9.36B
| $9K | 0.01% |
+67
| New | +$9K |
|
235
Amphenol
APH
$133B
| $9K | 0.01% |
+105
| New | +$9K |
|
236
Avery Dennison
AVY
$13.2B
| $9K | 0.01% |
+79
| New | +$9K |
|
237
Coterra Energy
CTRA
$18.9B
| $9K | 0.01% |
+325
| New | +$9K |
|
238
Amdocs
DOX
$9.29B
| $9K | 0.01% |
+136
| New | +$9K |
|
239
Genuine Parts
GPC
$18.9B
| $9K | 0.01% |
+94
| New | +$9K |
|
240
Haemonetics
HAE
$2.58B
| $9K | 0.01% |
+158
| New | +$9K |
|
241
ING
ING
$70.6B
| $9K | 0.01% |
+493
| New | +$9K |
|
242
Lamar Advertising Co
LAMR
$12.7B
| $9K | 0.01% |
+125
| New | +$9K |
|
243
Old Dominion Freight Line
ODFL
$31.5B
| $9K | 0.01% |
+72
| New | +$9K |
|
244
Oneok
OKE
$47B
| $9K | 0.01% |
+159
| New | +$9K |
|
245
Omnicom Group
OMC
$14.9B
| $9K | 0.01% |
+127
| New | +$9K |
|
246
Paychex
PAYX
$49B
| $9K | 0.01% |
+133
| New | +$9K |
|
247
Tapestry
TPR
$21.4B
| $9K | 0.01% |
+212
| New | +$9K |
|
248
Welltower
WELL
$112B
| $9K | 0.01% |
+156
| New | +$9K |
|
|
AGN
249
DELISTED
Allergan plc
AGN
| $9K | 0.01% |
+58
| New | +$9K |
|
|
NFX
250
DELISTED
Newfield Exploration
NFX
| $9K | 0.01% |
+283
| New | +$9K |
|