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
$180M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$1.08M
3
+$913K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$675K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$417K

Top Sells

1
+$3.01M
2
+$620K
3
+$382K
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$254K
5
AXP icon
American Express
AXP
+$224K

Sector Composition

1 Financials 2.53%
2 Technology 2.03%
3 Healthcare 1.1%
4 Real Estate 1.03%
5 Energy 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 0.72%
6,676
+1,717
27
$1.27M 0.71%
14,248
-40
28
$1.14M 0.64%
135,247
-2,531
29
$1.08M 0.6%
+31,771
30
$1.06M 0.59%
17,718
+11,265
31
$1.04M 0.58%
18,181
+1,364
32
$996K 0.55%
17,289
+368
33
$918K 0.51%
8,407
+153
34
$882K 0.49%
4,335
+116
35
$866K 0.48%
4,540
36
$808K 0.45%
5,860
-4,500
37
$791K 0.44%
6,758
+53
38
$789K 0.44%
51,300
39
$753K 0.42%
24,863
-36
40
$746K 0.41%
4,378
+100
41
$704K 0.39%
16,235
+146
42
$672K 0.37%
3,370
-40
43
$606K 0.34%
3,308
-360
44
$599K 0.33%
26,275
+187
45
$544K 0.3%
8,242
-59
46
$527K 0.29%
6,500
47
$510K 0.28%
40,583
+502
48
$491K 0.27%
13,078
-655
49
$488K 0.27%
35,573
+173
50
$458K 0.25%
10,261
+179
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