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
$261M
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$4.29M
3
+$4.29M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$4.02M
5
LSAF icon
LeaderShares AlphaFactor US Core Equity ETF
LSAF
+$3.45M

Top Sells

1
+$12.4M
2
+$3.85M
3
+$3.47M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.47M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.13M

Sector Composition

1 Technology 2.61%
2 Financials 1.43%
3 Consumer Discretionary 1.03%
4 Real Estate 0.83%
5 Energy 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.63M 1.01%
30,553
-25,551
27
$2.62M 1.01%
58,357
+33,389
28
$2.56M 0.98%
24,277
-16,662
29
$2.13M 0.82%
27,424
+464
30
$2.05M 0.79%
+54,213
31
$1.94M 0.74%
9,473
-5,277
32
$1.74M 0.67%
+48,273
33
$1.57M 0.6%
4,462
-80
34
$1.54M 0.59%
27,700
+24,136
35
$1.54M 0.59%
9,440
-653
36
$1.45M 0.56%
8,920
+600
37
$1.45M 0.56%
24,404
-7,332
38
$1.39M 0.53%
18,359
-13,994
39
$1.38M 0.53%
66,019
+4,294
40
$1.33M 0.51%
3,661
-10,621
41
$1.2M 0.46%
17,325
-3,233
42
$1.08M 0.42%
26,771
-24,821
43
$1.05M 0.4%
3,409
+652
44
$1.04M 0.4%
+37,508
45
$996K 0.38%
23,569
+59
46
$996K 0.38%
6,147
-588
47
$980K 0.38%
+18,586
48
$962K 0.37%
+31,807
49
$944K 0.36%
17,693
-81
50
$926K 0.35%
22,026
+19,053
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