FFG
Ford Financial Group Portfolio holdings
AUM
$2.36M
1-Year Return
7.29%
This Quarter Return
-1.14%
1 Year Return
-7.29%
3 Year Return
+47.66%
5 Year Return
+37.16%
10 Year Return
–
AUM
$128M
AUM Growth
-$4.85M
(-3.7%)
Cap. Flow
-$661K
Cap. Flow
% of AUM
-0.52%
Top 10 Holdings %
Top 10 Hldgs %
77.78%
Holding
456
New
–
Increased
28
Reduced
12
Closed
411
Top Buys
| 1 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$3.82M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$2.12M |
| 3 |
Cornerstone Strategic Value Fund
CLM
|
+$575K |
| 4 |
CRF
Cornerstone Total Return Fund
CRF
|
+$524K |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
+$487K |
Top Sells
| 1 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
+$632K |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$524K |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$256K |
| 4 |
iShares US Healthcare Providers ETF
IHF
|
+$220K |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$201K |
Sector Composition
| 1 | Financials | 1.02% |
| 2 | Technology | 0.5% |
| 3 | Consumer Discretionary | 0.2% |
| 4 | Real Estate | 0.19% |
| 5 | Energy | 0.18% |
