FFG
Ford Financial Group Portfolio holdings
AUM
$2.36M
1-Year Return
7.29%
This Quarter Return
+12%
1 Year Return
-7.29%
3 Year Return
+47.66%
5 Year Return
+37.16%
10 Year Return
–
AUM
$139M
AUM Growth
+$6.89M
(+5.2%)
Cap. Flow
-$8.71M
Cap. Flow
% of AUM
-6.25%
Top 10 Holdings %
Top 10 Hldgs %
69.57%
Holding
74
New
15
Increased
23
Reduced
25
Closed
3
Top Buys
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$6.19M |
| 2 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$4.63M |
| 3 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$2.92M |
| 4 |
Vanguard Small-Cap Growth ETF
VBK
|
$2.77M |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
$2.27M |
Sector Composition
| 1 | Financials | 2.16% |
| 2 | Energy | 1.76% |
| 3 | Technology | 1.37% |
| 4 | Real Estate | 1.15% |
| 5 | Utilities | 0.75% |
