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
$260M
AUM Growth
-$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1 +$4.18M
2 +$3.95M
3 +$1.09M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$790K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$472K

Top Sells

1 +$2.51M
2 +$2.38M
3 +$301K
4
CODI icon
Compass Diversified
CODI
+$284K
5
BABA icon
Alibaba
BABA
+$274K

Sector Composition

1 Technology 2.29%
2 Financials 1.74%
3 Consumer Discretionary 0.91%
4 Real Estate 0.88%
5 Communication Services 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.62M 1.01%
63,233
+2,441
27
$2.47M 0.95%
34,885
+661
28
$2.43M 0.94%
59,694
-895
29
$2.12M 0.82%
35,389
+1,044
30
$2.04M 0.79%
18,563
+973
31
$1.98M 0.76%
26,996
+534
32
$1.94M 0.75%
58,060
+3,290
33
$1.27M 0.49%
5,725
-130
34
$1.26M 0.48%
19,992
-526
35
$1.24M 0.48%
56,320
+12,288
36
$1.22M 0.47%
7,420
+220
37
$1.2M 0.46%
4,412
+510
38
$1.04M 0.4%
10,270
-468
39
$1.03M 0.4%
6,728
-26
40
$1.03M 0.4%
36,930
+4,467
41
$927K 0.36%
8,491
+1,087
42
$909K 0.35%
23,195
-120
43
$879K 0.34%
17,504
+2,192
44
$845K 0.33%
58,746
+7,821
45
$820K 0.32%
2,908
-300
46
$816K 0.31%
16,102
+26
47
$678K 0.26%
2,878
48
$633K 0.24%
69,647
+110
49
$621K 0.24%
8,247
+314
50
$615K 0.24%
2,365