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 Buys

1
+$6.63M
2
+$4.07M
3
+$3.96M
4
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$992K
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$896K

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
401
$5K ﹤0.01%
+31
402
$5K ﹤0.01%
+8
403
$5K ﹤0.01%
+97
404
$5K ﹤0.01%
+20
405
$5K ﹤0.01%
+151
406
$5K ﹤0.01%
+90
407
$5K ﹤0.01%
+43
408
$5K ﹤0.01%
+100
409
$5K ﹤0.01%
+40
410
$5K ﹤0.01%
+30
411
$5K ﹤0.01%
+364
412
$5K ﹤0.01%
+353
413
$5K ﹤0.01%
+38
414
$5K ﹤0.01%
+143
415
$5K ﹤0.01%
+52
416
$4K ﹤0.01%
+20
417
$4K ﹤0.01%
+90
418
$4K ﹤0.01%
+100
419
$4K ﹤0.01%
+500
420
$4K ﹤0.01%
+137
421
$4K ﹤0.01%
+125
422
$4K ﹤0.01%
+6
423
$4K ﹤0.01%
+169
424
$4K ﹤0.01%
+80
425
$4K ﹤0.01%
+49
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