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
$268M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Sells

1 +$6.58M
2 +$3.89M
3 +$851K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$753K
5
TDOC icon
Teladoc Health
TDOC
+$718K

Sector Composition

1 Technology 2.66%
2 Financials 2.09%
3 Consumer Discretionary 1.28%
4 Real Estate 1.01%
5 Industrials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.46M 0.92%
34,224
+1,227
27
$2.46M 0.92%
60,589
-161,959
28
$2.06M 0.77%
34,345
+1,193
29
$1.98M 0.74%
17,590
+1,596
30
$1.95M 0.73%
26,462
+431
31
$1.85M 0.69%
54,770
+3,101
32
$1.37M 0.51%
5,855
-25
33
$1.33M 0.49%
20,518
+252
34
$1.24M 0.46%
7,200
-2,220
35
$1.16M 0.43%
3,284
-2,400
36
$1.12M 0.42%
10,738
-282
37
$1.08M 0.4%
3,902
+560
38
$1.04M 0.39%
6,754
-30
39
$987K 0.37%
44,032
+2,773
40
$927K 0.35%
23,315
-2,359
41
$896K 0.33%
+32,463
42
$869K 0.32%
3,208
-114
43
$836K 0.31%
7,404
-6,667
44
$815K 0.3%
16,076
-3,484
45
$784K 0.29%
50,925
+4,517
46
$771K 0.29%
15,312
-418
47
$704K 0.26%
2,878
48
$703K 0.26%
2,937
-20
49
$689K 0.26%
2,365
50
$640K 0.24%
69,537
-19,156