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
$147M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$874K
3
+$755K
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$513K
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$446K

Top Sells

1
+$3.19M
2
+$2.57M
3
+$1.09M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$675K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$446K

Sector Composition

1 Financials 2.13%
2 Technology 1.71%
3 Energy 1.65%
4 Real Estate 1%
5 Utilities 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$970K 0.66%
5,214
-1,018
27
$936K 0.63%
18,932
-1,580
28
$874K 0.59%
+14,853
29
$803K 0.54%
6,977
-490
30
$724K 0.49%
14,396
+4,104
31
$719K 0.49%
7,600
-160
32
$690K 0.47%
39,080
+419
33
$579K 0.39%
11,773
+2,375
34
$565K 0.38%
6,339
-570
35
$547K 0.37%
4,088
+301
36
$509K 0.35%
9,302
+218
37
$504K 0.34%
8,393
+3,045
38
$500K 0.34%
1,374
+614
39
$490K 0.33%
3,413
-247
40
$489K 0.33%
14,493
+7,020
41
$435K 0.3%
20,303
+110
42
$434K 0.29%
+17,152
43
$419K 0.28%
64,336
+397
44
$412K 0.28%
+5,681
45
$400K 0.27%
2,142
-48
46
$387K 0.26%
+3,834
47
$366K 0.25%
+9,599
48
$346K 0.23%
1,181
+3
49
$336K 0.23%
5,892
+1,572
50
$330K 0.22%
+8,996
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