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
$184M
AUM Growth
+$3.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$701K
3
+$586K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$401K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$376K

Top Sells

1
+$6.93M
2
+$4.79M
3
+$988K
4
D icon
Dominion Energy
D
+$527K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$508K

Sector Composition

1 Technology 2.29%
2 Financials 2.24%
3 Healthcare 1.11%
4 Real Estate 0.98%
5 Communication Services 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 0.83%
12,095
+635
27
$1.39M 0.76%
6,942
+266
28
$1.28M 0.7%
5,840
+1,300
29
$1.16M 0.63%
19,641
+2,352
30
$1.14M 0.62%
19,027
+1,309
31
$1.08M 0.59%
11,204
-4,843
32
$990K 0.54%
13,750
-498
33
$987K 0.54%
8,901
+494
34
$960K 0.52%
112,612
-22,635
35
$922K 0.5%
5,860
36
$912K 0.5%
4,337
+2
37
$898K 0.49%
6,984
+226
38
$846K 0.46%
12,046
+5,351
39
$827K 0.45%
26,315
+1,452
40
$726K 0.4%
16,240
+5
41
$717K 0.39%
3,337
-33
42
$623K 0.34%
2,930
+450
43
$550K 0.3%
8,077
-165
44
$546K 0.3%
3,308
45
$545K 0.3%
40,961
+378
46
$544K 0.3%
13,690
+612
47
$523K 0.28%
2,778
-1,600
48
$518K 0.28%
38,277
+2,704
49
$437K 0.24%
23,903
-2,363
50
$426K 0.23%
19,810
-6,465
1
2
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