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
$212M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.65M
3
+$3.6M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$2.29M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$2.16M

Top Sells

1
+$4.39M
2
+$4.25M
3
+$3.29M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.84M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$886K

Sector Composition

1 Technology 2.44%
2 Financials 2.37%
3 Healthcare 1.01%
4 Real Estate 0.92%
5 Consumer Discretionary 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.78M 0.84%
49,243
+1,165
27
$1.7M 0.8%
14,626
+5,725
28
$1.5M 0.71%
6,882
-60
29
$1.44M 0.68%
11,295
+91
30
$1.42M 0.67%
23,634
+4,607
31
$1.28M 0.61%
6,413
+573
32
$1.18M 0.56%
19,571
-70
33
$1.17M 0.55%
12,682
+636
34
$1.06M 0.5%
6,520
+660
35
$956K 0.45%
6,778
-206
36
$945K 0.45%
4,251
-86
37
$918K 0.43%
10,879
-2,871
38
$888K 0.42%
25,321
-994
39
$832K 0.39%
88,360
-24,252
40
$697K 0.33%
3,257
-51
41
$677K 0.32%
15,105
+1,415
42
$656K 0.31%
5,144
-6,951
43
$633K 0.3%
2,730
-200
44
$633K 0.3%
13,869
-2,371
45
$610K 0.29%
2,878
+100
46
$549K 0.26%
7,491
-586
47
$544K 0.26%
38,458
+181
48
$532K 0.25%
35,297
-5,664
49
$507K 0.24%
23,946
+43
50
$479K 0.23%
2,049
+806
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