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

Top Buys

1
+$6.46M
2
+$3.98M
3
+$3.94M
4
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$986K
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$924K

Top Sells

1
+$6.37M
2
+$3.95M
3
+$807K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$744K
5
TDOC icon
Teladoc Health
TDOC
+$700K

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%
+24
377
$7K ﹤0.01%
+42
378
$7K ﹤0.01%
+30
379
$7K ﹤0.01%
+220
380
$6K ﹤0.01%
+79
381
$6K ﹤0.01%
+126
382
$6K ﹤0.01%
+83
383
$6K ﹤0.01%
+45
384
$6K ﹤0.01%
+68
385
$6K ﹤0.01%
+228
386
$6K ﹤0.01%
+107
387
$6K ﹤0.01%
+75
388
$6K ﹤0.01%
+114
389
$6K ﹤0.01%
+88
390
$6K ﹤0.01%
+120
391
$6K ﹤0.01%
+114
392
$6K ﹤0.01%
+262
393
$6K ﹤0.01%
+100
394
$6K ﹤0.01%
+98
395
$6K ﹤0.01%
+280
396
$6K ﹤0.01%
+107
397
$6K ﹤0.01%
+76
398
$6K ﹤0.01%
+500
399
$6K ﹤0.01%
+50
400
$5K ﹤0.01%
+90
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