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

Top Buys

1
+$1.89M
2
+$1.17M
3
+$585K
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$576K
5
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$464K

Top Sells

1
+$1.55M
2
+$1.17M
3
+$895K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$733K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$557K

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%
+261
402
$4 ﹤0.01%
+100
403
$3 ﹤0.01%
+125
404
$3 ﹤0.01%
+100
405
$3 ﹤0.01%
+238
406
$3 ﹤0.01%
+120
407
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+125
408
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409
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+50
410
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+50
411
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+150
412
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+16
413
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+18
414
$3 ﹤0.01%
+120
415
$3 ﹤0.01%
+273
416
$3 ﹤0.01%
+244
417
$3 ﹤0.01%
+44
418
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419
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+20
420
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421
$3 ﹤0.01%
+22
422
$3 ﹤0.01%
+22
423
$2 ﹤0.01%
+166
424
$2 ﹤0.01%
+15
425
$2 ﹤0.01%
+10
15 16
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