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%
+125
427
$4K ﹤0.01%
+50
428
$4K ﹤0.01%
+163
429
$4K ﹤0.01%
+500
430
$4K ﹤0.01%
+137
431
$4K ﹤0.01%
+20
432
$3K ﹤0.01%
+31
433
$3K ﹤0.01%
+120
434
$3K ﹤0.01%
+26
435
$3K ﹤0.01%
+120
436
$3K ﹤0.01%
+20
437
$3K ﹤0.01%
+273
438
$3K ﹤0.01%
+166
439
$3K ﹤0.01%
+241
440
$3K ﹤0.01%
+7
441
$3K ﹤0.01%
+26
442
$3K ﹤0.01%
+13
443
$3K ﹤0.01%
+1,200
444
$3K ﹤0.01%
+24
445
$3K ﹤0.01%
+15
446
$3K ﹤0.01%
+311
447
$3K ﹤0.01%
+30
448
$3K ﹤0.01%
+200
449
$3K ﹤0.01%
+16
450
$3K ﹤0.01%
+25
16 17
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