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
326
$12 ﹤0.01%
+250
327
$12 ﹤0.01%
+78
328
$11 ﹤0.01%
+205
329
$11 ﹤0.01%
+245
330
$11 ﹤0.01%
+107
331
$11 ﹤0.01%
+116
332
$10 ﹤0.01%
+400
333
$10 ﹤0.01%
+135
334
$10 ﹤0.01%
+291
335
$10 ﹤0.01%
+125
336
$10 ﹤0.01%
+160
337
$10 ﹤0.01%
+114
338
$10 ﹤0.01%
+616
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%
+32
345
$8 ﹤0.01%
+50
346
$8 ﹤0.01%
+156
347
$8 ﹤0.01%
+306
348
$8 ﹤0.01%
+231
349
$8 ﹤0.01%
+58
350
$8 ﹤0.01%
+345
12 13
14
15 16