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
251
$33 0.01%
+408
252
$33 0.01%
+601
253
$33 0.01%
+427
254
$32 0.01%
+314
255
$32 0.01%
+1,565
256
$32 0.01%
+1,407
257
$31 0.01%
+329
258
$30 0.01%
+359
259
$30 0.01%
+413
260
$29 0.01%
+410
261
$29 0.01%
+4,000
262
$28 0.01%
+246
263
$28 0.01%
+4,000
264
$28 0.01%
+268
265
$28 0.01%
+180
266
$27 0.01%
+1,437
267
$26 0.01%
+500
268
$26 0.01%
+125
269
$26 0.01%
+306
270
$26 0.01%
+20
271
$26 0.01%
+365
272
$25 0.01%
+282
273
$24 ﹤0.01%
+117
274
$24 ﹤0.01%
+300
275
$23 ﹤0.01%
+724
9 10
11
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