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
326
$11K ﹤0.01%
+121
327
$11K ﹤0.01%
+240
328
$11K ﹤0.01%
+500
329
$11K ﹤0.01%
+80
330
$11K ﹤0.01%
+169
331
$11K ﹤0.01%
+58
332
$11K ﹤0.01%
+107
333
$11K ﹤0.01%
+32
334
$11K ﹤0.01%
+232
335
$11K ﹤0.01%
+123
336
$11K ﹤0.01%
+241
337
$11K ﹤0.01%
+158
338
$11K ﹤0.01%
+67
339
$11K ﹤0.01%
+350
340
$10K ﹤0.01%
+345
341
$10K ﹤0.01%
+337
342
$10K ﹤0.01%
+306
343
$10K ﹤0.01%
+200
344
$10K ﹤0.01%
+25
345
$10K ﹤0.01%
+132
346
$10K ﹤0.01%
+22
347
$10K ﹤0.01%
+78
348
$10K ﹤0.01%
+20
349
$10K ﹤0.01%
+400
350
$9K ﹤0.01%
+70
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