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
276
$23 ﹤0.01%
+303
277
$23 ﹤0.01%
+793
278
$23 ﹤0.01%
+305
279
$22 ﹤0.01%
+400
280
$22 ﹤0.01%
+1,836
281
$22 ﹤0.01%
+200
282
$22 ﹤0.01%
+66
283
$22 ﹤0.01%
+517
284
$21 ﹤0.01%
+470
285
$21 ﹤0.01%
+441
286
$20 ﹤0.01%
+199
287
$20 ﹤0.01%
+300
288
$20 ﹤0.01%
+340
289
$20 ﹤0.01%
+524
290
$20 ﹤0.01%
+177
291
$20 ﹤0.01%
+522
292
$19 ﹤0.01%
+650
293
$19 ﹤0.01%
+52
294
$19 ﹤0.01%
+237
295
$18 ﹤0.01%
+854
296
$18 ﹤0.01%
+270
297
$18 ﹤0.01%
+259
298
$17 ﹤0.01%
+79
299
$17 ﹤0.01%
+500
300
$17 ﹤0.01%
+550
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