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
$261M
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Sells

1 +$12.4M
2 +$3.85M
3 +$3.47M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.47M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.13M

Sector Composition

1 Technology 2.61%
2 Financials 1.43%
3 Consumer Discretionary 1.03%
4 Real Estate 0.83%
5 Energy 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
-26
502
-2,140
503
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504
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505
-417
506
-1,681
507
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508
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509
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510
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511
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512
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513
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514
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515
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516
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517
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518
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519
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520
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521
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522
-238
523
-300
524
-200
525
-244