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
$260M
AUM Growth
-$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1 +$4.29M
2 +$4.07M
3 +$1.11M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$811K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$477K

Top Sells

1 +$2.59M
2 +$2.45M
3 +$301K
4
CODI icon
Compass Diversified
CODI
+$284K
5
BABA icon
Alibaba
BABA
+$274K

Sector Composition

1 Technology 2.29%
2 Financials 1.74%
3 Consumer Discretionary 0.91%
4 Real Estate 0.88%
5 Communication Services 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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512
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513
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519
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522
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523
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524
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525
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