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
$504K
AUM Growth
-$259M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$1.96K
2
+$1.2K
3
+$585
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$574
5
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$425

Top Sells

1
+$1.59K
2
+$1.16K
3
+$902
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$726
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$578

Sector Composition

1 Industrials 42.71%
2 Technology 1.62%
3 Financials 0.98%
4 Consumer Discretionary 0.72%
5 Real Estate 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$44 0.01%
+320
227
$43 0.01%
+566
228
$43 0.01%
+1,189
229
$42 0.01%
+400
230
$42 0.01%
+300
231
$41 0.01%
+296
232
$41 0.01%
+200
233
$41 0.01%
+118
234
$40 0.01%
4,000
-12,237
235
$39 0.01%
+417
236
$39 0.01%
+480
237
$39 0.01%
+616
238
$38 0.01%
+100
239
$38 0.01%
+5,000
240
$37 0.01%
+276
241
$37 0.01%
+775
242
$36 0.01%
+692
243
$36 0.01%
+236
244
$36 0.01%
+2,030
245
$34 0.01%
+187
246
$34 0.01%
+1,500
247
$33 0.01%
+293
248
$33 0.01%
+2,245
249
$33 0.01%
+826
250
$33 0.01%
+51
8 9
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