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
$260M
AUM Growth
-$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1 +$4.29M
2 +$4.07M
3 +$1.11M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$811K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$477K

Top Sells

1 +$2.59M
2 +$2.45M
3 +$301K
4
CODI icon
Compass Diversified
CODI
+$284K
5
BABA icon
Alibaba
BABA
+$274K

Sector Composition

1 Technology 2.29%
2 Financials 1.74%
3 Consumer Discretionary 0.91%
4 Real Estate 0.88%
5 Communication Services 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-4
402
-400
403
-48
404
-333
405
-28
406
-138
407
-20
408
-114
409
-50
410
-81
411
-542
412
-232
413
-708
414
-4,492
415
-1,232
416
-13
417
-163
418
-123
419
-36
420
-559
421
-323
422
-18
423
-8
424
-311
425
-172