FFG
Ford Financial Group Portfolio holdings
AUM
$2.36M
1-Year Return
7.29%
This Quarter Return
-0.54%
1 Year Return
-7.29%
3 Year Return
+47.66%
5 Year Return
+37.16%
10 Year Return
–
AUM
$260M
AUM Growth
-$8.67M
(-3.2%)
Cap. Flow
-$7.1M
Cap. Flow
% of AUM
-2.74%
Top 10 Holdings %
Top 10 Hldgs %
54.44%
Holding
622
New
2
Increased
59
Reduced
20
Closed
516
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$4.18M |
| 2 |
Invesco QQQ Trust
QQQ
|
$3.95M |
| 3 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$1.09M |
| 4 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$790K |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
$472K |
Top Sells
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$2.51M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$2.38M |
| 3 |
Sempra
SRE
|
$301K |
| 4 |
Compass Diversified
CODI
|
$284K |
| 5 |
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% |
