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
$133M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$32.3M
2
+$20.5M
3
+$13.3M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.02M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$5.27M

Top Sells

No sells this quarter

Sector Composition

1 Financials 1.67%
2 Technology 0.81%
3 Real Estate 0.66%
4 Industrials 0.65%
5 Consumer Discretionary 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3K ﹤0.01%
+64
352
$3K ﹤0.01%
+30
353
$3K ﹤0.01%
+294
354
$3K ﹤0.01%
+30
355
$3K ﹤0.01%
+20
356
$3K ﹤0.01%
+524
357
$3K ﹤0.01%
+120
358
$3K ﹤0.01%
+35
359
$3K ﹤0.01%
+33
360
$3K ﹤0.01%
+100
361
$3K ﹤0.01%
+166
362
$3K ﹤0.01%
+900
363
$3K ﹤0.01%
+86
364
$3K ﹤0.01%
+50
365
$3K ﹤0.01%
+6
366
$3K ﹤0.01%
+78
367
$3K ﹤0.01%
+508
368
$3K ﹤0.01%
+98
369
$3K ﹤0.01%
+48
370
$3K ﹤0.01%
+82
371
$3K ﹤0.01%
+40
372
$3K ﹤0.01%
+38
373
$3K ﹤0.01%
+80
374
$3K ﹤0.01%
+61
375
$3K ﹤0.01%
+51
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