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
301
$17 ﹤0.01%
+640
302
$17 ﹤0.01%
+2,000
303
$16 ﹤0.01%
+100
304
$16 ﹤0.01%
+75
305
$15 ﹤0.01%
+315
306
$15 ﹤0.01%
+58
307
$15 ﹤0.01%
+1,500
308
$15 ﹤0.01%
+330
309
$15 ﹤0.01%
+320
310
$14 ﹤0.01%
+115
311
$14 ﹤0.01%
+260
312
$14 ﹤0.01%
+100
313
$14 ﹤0.01%
+283
314
$14 ﹤0.01%
+140
315
$14 ﹤0.01%
+1,175
316
$13 ﹤0.01%
+200
317
$13 ﹤0.01%
+332
318
$13 ﹤0.01%
+158
319
$13 ﹤0.01%
+310
320
$12 ﹤0.01%
+500
321
$12 ﹤0.01%
+25
322
$12 ﹤0.01%
+112
323
$12 ﹤0.01%
+175
324
$12 ﹤0.01%
+117
325
$12 ﹤0.01%
+250
11 12
13
14 15