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
$157M
AUM Growth
+$9.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$2.55M
3
+$1.95M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$1.73M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.35M

Top Sells

1
+$2.74M
2
+$1.75M
3
+$685K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$547K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$515K

Sector Composition

1 Financials 2.19%
2 Technology 1.49%
3 Energy 1.4%
4 Real Estate 1.17%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$985K 0.63%
16,129
-8,403
27
$887K 0.57%
12,563
-1,664
28
$878K 0.56%
+7,748
29
$835K 0.53%
6,985
+8
30
$755K 0.48%
15,034
+638
31
$730K 0.47%
12,798
-2,055
32
$687K 0.44%
39,518
+438
33
$682K 0.44%
7,860
+260
34
$638K 0.41%
3,507
-1,707
35
$608K 0.39%
17,454
+2,961
36
$583K 0.37%
9,707
+1,314
37
$579K 0.37%
4,165
+77
38
$545K 0.35%
1,434
+60
39
$526K 0.34%
7,189
+1,508
40
$491K 0.31%
17,186
+34
41
$478K 0.3%
10,470
-1,303
42
$478K 0.3%
12,232
+2,633
43
$452K 0.29%
3,363
-50
44
$434K 0.28%
8,799
-503
45
$426K 0.27%
4,212
+378
46
$415K 0.26%
20,413
+110
47
$393K 0.25%
7,798
+1,798
48
$389K 0.25%
64,894
+558
49
$370K 0.24%
1,248
+67
50
$361K 0.23%
7,071
+630
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