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
$174M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$928K
3
+$851K
4
BA icon
Boeing
BA
+$755K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$728K

Top Sells

1
+$611K
2
+$503K
3
+$381K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$341K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$308K

Sector Composition

1 Financials 2.38%
2 Technology 1.73%
3 Real Estate 1.67%
4 Industrials 1.07%
5 Energy 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.11M 0.64%
3,445
+2,253
27
$1.07M 0.62%
16,489
+360
28
$1.03M 0.59%
22,103
-1,656
29
$945K 0.54%
8,252
+504
30
$879K 0.51%
24,418
+6,964
31
$851K 0.49%
+5,716
32
$850K 0.49%
9,200
+1,340
33
$841K 0.48%
6,748
-237
34
$729K 0.42%
41,630
+2,112
35
$693K 0.4%
+22,500
36
$684K 0.39%
3,445
-62
37
$660K 0.38%
4,191
+26
38
$602K 0.35%
12,002
-3,032
39
$600K 0.35%
8,049
+860
40
$566K 0.33%
13,469
+1,237
41
$550K 0.32%
33,908
+19,494
42
$484K 0.28%
3,485
+122
43
$475K 0.27%
7,908
-1,799
44
$472K 0.27%
16,018
-1,168
45
$464K 0.27%
9,205
+1,407
46
$416K 0.24%
3,497
+332
47
$405K 0.23%
8,448
-351
48
$405K 0.23%
22,560
+7,135
49
$397K 0.23%
1,234
-14
50
$392K 0.23%
2,173
+400
1
2
3 4