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
451
$3K ﹤0.01%
+15
452
$3K ﹤0.01%
+311
453
$3K ﹤0.01%
+30
454
$3K ﹤0.01%
+16
455
$3K ﹤0.01%
+25
456
$3K ﹤0.01%
+18
457
$3K ﹤0.01%
+22
458
$3K ﹤0.01%
+13
459
$3K ﹤0.01%
+133
460
$2K ﹤0.01%
+80
461
$2K ﹤0.01%
+25
462
$2K ﹤0.01%
+19
463
$2K ﹤0.01%
+110
464
$2K ﹤0.01%
+174
465
$2K ﹤0.01%
+27
466
$2K ﹤0.01%
+48
467
$2K ﹤0.01%
+30
468
$2K ﹤0.01%
+3
469
$2K ﹤0.01%
+18
470
$2K ﹤0.01%
+133
471
$2K ﹤0.01%
+10
472
$2K ﹤0.01%
+68
473
$2K ﹤0.01%
+17
474
$2K ﹤0.01%
+8
475
$2K ﹤0.01%
+45
17 18
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