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
$260M
AUM Growth
-$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1 +$4.18M
2 +$3.95M
3 +$1.09M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$790K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$472K

Top Sells

1 +$2.51M
2 +$2.38M
3 +$301K
4
CODI icon
Compass Diversified
CODI
+$284K
5
BABA icon
Alibaba
BABA
+$274K

Sector Composition

1 Technology 2.29%
2 Financials 1.74%
3 Consumer Discretionary 0.91%
4 Real Estate 0.88%
5 Communication Services 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-2,505
327
-13
328
-8
329
-100
330
-197
331
-472
332
-22
333
-356
334
-10
335
-1,016
336
-255
337
-30
338
-318
339
-916
340
-13
341
-300
342
-2,250
343
-1,008
344
-261
345
-5
346
-27
347
-250
348
-50
349
-19
350
-552