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
$504K
AUM Growth
-$259M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$1.96K
2
+$1.2K
3
+$585
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$574
5
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$425

Top Sells

1
+$1.59K
2
+$1.16K
3
+$902
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$726
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$578

Sector Composition

1 Industrials 42.71%
2 Technology 1.62%
3 Financials 0.98%
4 Consumer Discretionary 0.72%
5 Real Estate 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4 ﹤0.01%
+500
402
$4 ﹤0.01%
+137
403
$3 ﹤0.01%
+238
404
$3 ﹤0.01%
+244
405
$3 ﹤0.01%
+44
406
$3 ﹤0.01%
+27
407
$3 ﹤0.01%
+22
408
$3 ﹤0.01%
+125
409
$3 ﹤0.01%
+120
410
$3 ﹤0.01%
+273
411
$3 ﹤0.01%
+100
412
$3 ﹤0.01%
+20
413
$3 ﹤0.01%
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414
$3 ﹤0.01%
+120
415
$3 ﹤0.01%
+125
416
$3 ﹤0.01%
+120
417
$3 ﹤0.01%
+50
418
$3 ﹤0.01%
+50
419
$3 ﹤0.01%
+150
420
$3 ﹤0.01%
+16
421
$3 ﹤0.01%
+18
422
$3 ﹤0.01%
+22
423
$2 ﹤0.01%
+15
424
$2 ﹤0.01%
+10
425
$2 ﹤0.01%
+28
15 16
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