FFG

Ford Financial Group Portfolio holdings

AUM $2.36M
1-Year Est. Return 7.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-7.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$504K
AUM Growth
-$259M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.17M
3
+$585K
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$576K
5
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$464K

Top Sells

1
+$1.55M
2
+$1.17M
3
+$895K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$733K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$557K

Sector Composition

1 Industrials 42.71%
2 Technology 1.62%
3 Financials 0.98%
4 Consumer Discretionary 0.72%
5 Real Estate 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1 ﹤0.01%
+15
477
$1 ﹤0.01%
+3
478
$1 ﹤0.01%
+7
479
$1 ﹤0.01%
+7
480
$1 ﹤0.01%
+15
481
$1 ﹤0.01%
+20
482
$1 ﹤0.01%
+30
483
$1 ﹤0.01%
+15
484
$1 ﹤0.01%
+20
485
$0 ﹤0.01%
+17
486
$0 ﹤0.01%
+5
487
$0 ﹤0.01%
+4
488
$0 ﹤0.01%
+13
489
$0 ﹤0.01%
+50
490
$0 ﹤0.01%
+13
491
$0 ﹤0.01%
+8
492
$0 ﹤0.01%
+30
493
$0 ﹤0.01%
+1
494
$0 ﹤0.01%
+20
495
$0 ﹤0.01%
+20
496
$0 ﹤0.01%
+5
497
$0 ﹤0.01%
+5
498
$0 ﹤0.01%
+7
499
$0 ﹤0.01%
+14
500
$0 ﹤0.01%
+2
18 19
20
21 22