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
501
$1K ﹤0.01%
+25
502
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503
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+72
504
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+10
505
$1K ﹤0.01%
+266
506
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+4
507
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+45
508
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+50
509
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510
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+22
511
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+19
512
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+36
513
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+15
514
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+38
515
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+7
516
$1K ﹤0.01%
+2
517
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+26
518
$1K ﹤0.01%
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519
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+28
520
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+14
521
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+31
522
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+117
523
$1K ﹤0.01%
+7
524
$1K ﹤0.01%
+30
525
$1K ﹤0.01%
+352
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