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

Top Buys

1
+$11.4M
2
+$4.32M
3
+$4.25M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$3.97M
5
LSAF icon
LeaderShares AlphaFactor US Core Equity ETF
LSAF
+$3.52M

Top Sells

1
+$12.6M
2
+$3.77M
3
+$3.61M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.42M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.11M

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
– –
-32
502
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503
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-650
504
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505
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-104
506
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-5
507
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-40
508
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509
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-80
510
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-315
511
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-50
512
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-52
513
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514
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515
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-25
516
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517
– –
-200
518
– –
-529
519
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-90
520
– –
-2,228
521
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-600
522
– –
-8,468
523
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-500
524
– –
-17,050
525
– –
-1,740
19 20
21
22 23