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
301
$17K 0.01%
+500
302
$17K 0.01%
+270
303
$17K 0.01%
+237
304
$16K 0.01%
+313
305
$16K 0.01%
+79
306
$16K 0.01%
+641
307
$16K 0.01%
+116
308
$16K 0.01%
+197
309
$16K 0.01%
+80
310
$15K 0.01%
+115
311
$15K 0.01%
+1,500
312
$15K 0.01%
+261
313
$14K 0.01%
+200
314
$14K 0.01%
+1,175
315
$14K 0.01%
+313
316
$14K 0.01%
+135
317
$14K 0.01%
+161
318
$14K 0.01%
+172
319
$14K 0.01%
+278
320
$13K ﹤0.01%
+134
321
$13K ﹤0.01%
+255
322
$13K ﹤0.01%
+310
323
$12K ﹤0.01%
+330
324
$12K ﹤0.01%
+112
325
$12K ﹤0.01%
+250
11 12
13
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