FFG

Ford Financial Group Portfolio holdings

AUM $2.36M
1-Year Est. Return 7.29%
This Fund
S&P 500
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
+$1.89M
2
+$1.17M
3
+$585K
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$576K
5
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$464K

Top Sells

1
+$1.55M
2
+$1.17M
3
+$895K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$733K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$557K

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
326
$12 ﹤0.01%
+500
327
$12 ﹤0.01%
+25
328
$11 ﹤0.01%
+107
329
$11 ﹤0.01%
+116
330
$11 ﹤0.01%
+245
331
$11 ﹤0.01%
+205
332
$10 ﹤0.01%
+125
333
$10 ﹤0.01%
+160
334
$10 ﹤0.01%
+114
335
$10 ﹤0.01%
+616
336
$10 ﹤0.01%
+400
337
$10 ﹤0.01%
+135
338
$10 ﹤0.01%
+291
339
$9 ﹤0.01%
+200
340
$9 ﹤0.01%
+155
341
$9 ﹤0.01%
+80
342
$9 ﹤0.01%
+177
343
$9 ﹤0.01%
+505
344
$8 ﹤0.01%
+345
345
$8 ﹤0.01%
+134
346
$8 ﹤0.01%
+306
347
$8 ﹤0.01%
+231
348
$8 ﹤0.01%
+58
349
$8 ﹤0.01%
+100
350
$8 ﹤0.01%
+300
12 13
14
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