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
276
$23K 0.01%
+722
277
$22K 0.01%
+40
278
$22K 0.01%
+240
279
$21K 0.01%
+470
280
$21K 0.01%
+301
281
$21K 0.01%
+320
282
$20K 0.01%
+293
283
$20K 0.01%
+2,061
284
$20K 0.01%
+511
285
$20K 0.01%
+143
286
$20K 0.01%
+66
287
$20K 0.01%
+517
288
$19K 0.01%
+312
289
$19K 0.01%
+400
290
$19K 0.01%
+200
291
$19K 0.01%
+2,348
292
$18K 0.01%
+52
293
$18K 0.01%
+303
294
$18K 0.01%
+300
295
$18K 0.01%
+550
296
$18K 0.01%
+340
297
$18K 0.01%
+2,025
298
$17K 0.01%
+135
299
$17K 0.01%
+399
300
$17K 0.01%
+79
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