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%
+220
377
$7K ﹤0.01%
+50
378
$7K ﹤0.01%
+143
379
$7K ﹤0.01%
+24
380
$6K ﹤0.01%
+79
381
$6K ﹤0.01%
+126
382
$6K ﹤0.01%
+83
383
$6K ﹤0.01%
+45
384
$6K ﹤0.01%
+228
385
$6K ﹤0.01%
+107
386
$6K ﹤0.01%
+75
387
$6K ﹤0.01%
+114
388
$6K ﹤0.01%
+88
389
$6K ﹤0.01%
+120
390
$6K ﹤0.01%
+262
391
$6K ﹤0.01%
+100
392
$6K ﹤0.01%
+98
393
$6K ﹤0.01%
+280
394
$6K ﹤0.01%
+107
395
$6K ﹤0.01%
+76
396
$6K ﹤0.01%
+68
397
$6K ﹤0.01%
+114
398
$6K ﹤0.01%
+500
399
$6K ﹤0.01%
+50
400
$5K ﹤0.01%
+186