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
$233M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$3.81M
3
+$3.29M
4
RLY icon
SPDR SSGA Multi-Asset Real Return ETF
RLY
+$3.02M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.03M

Top Sells

1
+$4.03M
2
+$2.92M
3
+$2.46M
4
JPM icon
JPMorgan Chase
JPM
+$1.44M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.35M

Sector Composition

1 Technology 2.15%
2 Financials 1.74%
3 Consumer Discretionary 1.09%
4 Healthcare 0.91%
5 Real Estate 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.99M 0.85%
33,152
+9,518
27
$1.81M 0.78%
5,684
-9,160
28
$1.8M 0.77%
26,031
-58,197
29
$1.74M 0.75%
15,994
+1,368
30
$1.68M 0.72%
51,669
+2,426
31
$1.53M 0.66%
14,071
+1,389
32
$1.46M 0.63%
9,420
+2,900
33
$1.26M 0.54%
6,943
+530
34
$1.25M 0.54%
20,266
+695
35
$1.24M 0.54%
5,880
-1,002
36
$1.15M 0.5%
11,020
+141
37
$997K 0.43%
6,784
+6
38
$992K 0.43%
19,560
+15,208
39
$975K 0.42%
25,674
+353
40
$931K 0.4%
41,259
+24,966
41
$853K 0.37%
3,342
+612
42
$815K 0.35%
88,693
+333
43
$783K 0.34%
3,322
-929
44
$759K 0.33%
15,730
+625
45
$753K 0.32%
2,957
-300
46
$692K 0.3%
46,408
+7,950
47
$627K 0.27%
2,878
48
$591K 0.25%
12,940
-929
49
$574K 0.25%
2,365
+316
50
$556K 0.24%
7,625
+134
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