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
$246M
AUM Growth
-$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1 +$13.1M
2 +$5.04M
3 +$4.25M
4
DYLD icon
LeaderShares Dynamic Yield ETF
DYLD
+$3.31M
5
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$2.52M

Top Sells

1 +$4.64M
2 +$4.27M
3 +$1.95M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.14M
5
BND icon
Vanguard Total Bond Market
BND
+$965K

Sector Composition

1 Technology 1.97%
2 Financials 1.09%
3 Consumer Discretionary 0.77%
4 Real Estate 0.71%
5 Energy 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.52M 1.03%
+35,809
27
$2.23M 0.91%
36,617
+24,830
28
$2.13M 0.87%
64,462
+10,249
29
$2.12M 0.86%
50,959
-7,398
30
$2.01M 0.82%
17,954
-2,790
31
$1.94M 0.79%
32,955
-5,131
32
$1.88M 0.77%
26,806
-618
33
$1.8M 0.73%
22,470
-8,083
34
$1.74M 0.71%
37,381
+9,681
35
$1.73M 0.7%
20,653
-3,624
36
$1.72M 0.7%
56,705
+8,432
37
$1.56M 0.63%
43,304
+21,278
38
$1.4M 0.57%
8,264
-1,209
39
$1.37M 0.56%
23,087
-1,317
40
$1.36M 0.55%
9,404
-36
41
$1.27M 0.52%
4,662
+200
42
$1.26M 0.51%
28,220
+17,852
43
$1.25M 0.51%
71,760
+5,741
44
$1.16M 0.47%
44,105
+6,597
45
$1.07M 0.44%
10,127
+1,207
46
$1.07M 0.43%
15,997
-2,362
47
$1.03M 0.42%
37,613
+5,806
48
$1.02M 0.42%
8,033
+4,093
49
$994K 0.4%
21,890
+3,304
50
$992K 0.4%
14,542
-2,783