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
$268M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Sells

1 +$6.58M
2 +$3.89M
3 +$851K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$753K
5
TDOC icon
Teladoc Health
TDOC
+$718K

Sector Composition

1 Technology 2.66%
2 Financials 2.09%
3 Consumer Discretionary 1.28%
4 Real Estate 1.01%
5 Industrials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$7K ﹤0.01%
+50
377
$7K ﹤0.01%
+143
378
$7K ﹤0.01%
+30
379
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+220
380
$6K ﹤0.01%
+500
381
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382
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+126
383
$6K ﹤0.01%
+83
384
$6K ﹤0.01%
+45
385
$6K ﹤0.01%
+79
386
$6K ﹤0.01%
+98
387
$6K ﹤0.01%
+280
388
$6K ﹤0.01%
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389
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390
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391
$6K ﹤0.01%
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392
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394
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+114
395
$6K ﹤0.01%
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396
$6K ﹤0.01%
+120
397
$6K ﹤0.01%
+262
398
$6K ﹤0.01%
+100
399
$6K ﹤0.01%
+114
400
$5K ﹤0.01%
+186