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 Buys

1
+$6.63M
2
+$4.07M
3
+$3.96M
4
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$992K
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$896K

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
476
$2K ﹤0.01%
+21
477
$2K ﹤0.01%
+28
478
$2K ﹤0.01%
+15
479
$2K ﹤0.01%
+72
480
$2K ﹤0.01%
+75
481
$2K ﹤0.01%
+62
482
$2K ﹤0.01%
+200
483
$2K ﹤0.01%
+100
484
$2K ﹤0.01%
+19
485
$2K ﹤0.01%
+11
486
$2K ﹤0.01%
+113
487
$2K ﹤0.01%
+50
488
$2K ﹤0.01%
+23
489
$2K ﹤0.01%
+425
490
$1K ﹤0.01%
+36
491
$1K ﹤0.01%
+15
492
$1K ﹤0.01%
+38
493
$1K ﹤0.01%
+5
494
$1K ﹤0.01%
+38
495
$1K ﹤0.01%
+48
496
$1K ﹤0.01%
+53
497
$1K ﹤0.01%
+217
498
$1K ﹤0.01%
+20
499
$1K ﹤0.01%
+15
500
$1K ﹤0.01%
+115
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