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
251
$31K 0.01%
+20
252
$30K 0.01%
+187
253
$30K 0.01%
+654
254
$29K 0.01%
+1,437
255
$29K 0.01%
+470
256
$29K 0.01%
+500
257
$28K 0.01%
+174
258
$28K 0.01%
+145
259
$28K 0.01%
+341
260
$27K 0.01%
+650
261
$27K 0.01%
+167
262
$26K 0.01%
+1,765
263
$26K 0.01%
+358
264
$26K 0.01%
+180
265
$25K 0.01%
+540
266
$25K 0.01%
+364
267
$25K 0.01%
+472
268
$25K 0.01%
+267
269
$25K 0.01%
+960
270
$24K 0.01%
+408
271
$24K 0.01%
+290
272
$24K 0.01%
+281
273
$23K 0.01%
+311
274
$23K 0.01%
+365
275
$23K 0.01%
+432
9 10
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