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
426
$4K ﹤0.01%
+100
427
$4K ﹤0.01%
+125
428
$4K ﹤0.01%
+50
429
$4K ﹤0.01%
+110
430
$4K ﹤0.01%
+100
431
$4K ﹤0.01%
+163
432
$3K ﹤0.01%
+100
433
$3K ﹤0.01%
+102
434
$3K ﹤0.01%
+30
435
$3K ﹤0.01%
+200
436
$3K ﹤0.01%
+12
437
$3K ﹤0.01%
+25
438
$3K ﹤0.01%
+31
439
$3K ﹤0.01%
+120
440
$3K ﹤0.01%
+26
441
$3K ﹤0.01%
+120
442
$3K ﹤0.01%
+20
443
$3K ﹤0.01%
+273
444
$3K ﹤0.01%
+166
445
$3K ﹤0.01%
+241
446
$3K ﹤0.01%
+7
447
$3K ﹤0.01%
+26
448
$3K ﹤0.01%
+13
449
$3K ﹤0.01%
+1,200
450
$3K ﹤0.01%
+24
16 17
18
19 20