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
$504K
AUM Growth
-$259M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$1.96K
2
+$1.2K
3
+$585
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$574
5
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$425

Top Sells

1
+$1.59K
2
+$1.16K
3
+$902
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$726
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$578

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
501
$0 ﹤0.01%
+25
502
$0 ﹤0.01%
+1
503
$0 ﹤0.01%
+30
504
$0 ﹤0.01%
+28
505
$0 ﹤0.01%
+17
506
$0 ﹤0.01%
+5
507
$0 ﹤0.01%
+4
508
$0 ﹤0.01%
+13
509
$0 ﹤0.01%
+50
510
$0 ﹤0.01%
+13
511
$0 ﹤0.01%
+8
512
$0 ﹤0.01%
+20
513
$0 ﹤0.01%
+9
514
$0 ﹤0.01%
+22
515
$0 ﹤0.01%
+17
516
$0 ﹤0.01%
+18
517
$0 ﹤0.01%
+8
518
$0 ﹤0.01%
+11
519
$0 ﹤0.01%
+100
520
$0 ﹤0.01%
+10
521
$0 ﹤0.01%
+13
522
$0 ﹤0.01%
+5
523
$0 ﹤0.01%
+10
524
$0 ﹤0.01%
+15
525
$0 ﹤0.01%
+50
18 19 20
21
22