FFG

Ford Financial Group Portfolio holdings

AUM $2.36M
1-Year Est. Return 7.29%
This Quarter Est. Return
1 Year Est. Return
-7.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$268M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$4.07M
3
+$3.96M
4
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$992K
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$896K

Top Sells

1
+$6.58M
2
+$3.89M
3
+$851K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$753K
5
TDOC icon
Teladoc Health
TDOC
+$718K

Sector Composition

1 Technology 2.66%
2 Financials 2.09%
3 Consumer Discretionary 1.28%
4 Real Estate 1.01%
5 Industrials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$43K 0.02%
+400
227
$43K 0.02%
+249
228
$42K 0.02%
+327
229
$42K 0.02%
+245
230
$42K 0.02%
+708
231
$41K 0.02%
+252
232
$39K 0.01%
+1,200
233
$39K 0.01%
+77
234
$39K 0.01%
+306
235
$38K 0.01%
+427
236
$37K 0.01%
+1,036
237
$37K 0.01%
+100
238
$37K 0.01%
+710
239
$36K 0.01%
+51
240
$36K 0.01%
+1,840
241
$36K 0.01%
+320
242
$34K 0.01%
+296
243
$34K 0.01%
+724
244
$34K 0.01%
+159
245
$34K 0.01%
+1,500
246
$34K 0.01%
+421
247
$33K 0.01%
+1,349
248
$33K 0.01%
+633
249
$32K 0.01%
+246
250
$32K 0.01%
+454
8 9
10
11 12