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
$133M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$32.3M
2
+$20.5M
3
+$13.3M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.02M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$5.27M

Top Sells

No sells this quarter

Sector Composition

1 Financials 1.67%
2 Technology 0.81%
3 Real Estate 0.66%
4 Industrials 0.65%
5 Consumer Discretionary 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$429K 0.32%
+27,076
27
$411K 0.31%
+26,469
28
$403K 0.3%
+20,000
29
$313K 0.24%
+2,751
30
$290K 0.22%
+14,228
31
$274K 0.21%
+5,116
32
$257K 0.19%
+2,006
33
$256K 0.19%
+2,231
34
$249K 0.19%
+31,600
35
$242K 0.18%
+8,063
36
$231K 0.17%
+11,950
37
$224K 0.17%
+1,105
38
$220K 0.17%
+6,915
39
$218K 0.16%
+3,500
40
$218K 0.16%
+6,654
41
$203K 0.15%
+741
42
$194K 0.15%
+2,039
43
$193K 0.15%
+12,350
44
$187K 0.14%
+12,700
45
$182K 0.14%
+3,126
46
$181K 0.14%
+9,155
47
$179K 0.13%
+9,300
48
$168K 0.13%
+3,625
49
$149K 0.11%
+1,755
50
$143K 0.11%
+718
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