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
351
$8 ﹤0.01%
+134
352
$8 ﹤0.01%
+100
353
$8 ﹤0.01%
+300
354
$8 ﹤0.01%
+42
355
$8 ﹤0.01%
+120
356
$8 ﹤0.01%
+18
357
$8 ﹤0.01%
+30
358
$8 ﹤0.01%
+200
359
$7 ﹤0.01%
+62
360
$7 ﹤0.01%
+82
361
$7 ﹤0.01%
+76
362
$7 ﹤0.01%
+154
363
$7 ﹤0.01%
+104
364
$7 ﹤0.01%
+134
365
$7 ﹤0.01%
+378
366
$7 ﹤0.01%
+262
367
$7 ﹤0.01%
+220
368
$6 ﹤0.01%
+20
369
$6 ﹤0.01%
+288
370
$6 ﹤0.01%
+400
371
$6 ﹤0.01%
+500
372
$6 ﹤0.01%
+179
373
$6 ﹤0.01%
+50
374
$6 ﹤0.01%
+110
375
$5 ﹤0.01%
+100
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