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
$268M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$4.07M
3
+$3.96M
4
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$992K
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$896K

Top Sells

1
+$6.58M
2
+$3.89M
3
+$851K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$753K
5
TDOC icon
Teladoc Health
TDOC
+$718K

Sector Composition

1 Technology 2.66%
2 Financials 2.09%
3 Consumer Discretionary 1.28%
4 Real Estate 1.01%
5 Industrials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$0 ﹤0.01%
+20
552
$0 ﹤0.01%
+2
553
$0 ﹤0.01%
+14
554
$0 ﹤0.01%
+2
555
$0 ﹤0.01%
+21
556
$0 ﹤0.01%
+13
557
$0 ﹤0.01%
+6
558
$0 ﹤0.01%
+12
559
$0 ﹤0.01%
+1
560
$0 ﹤0.01%
+30
561
$0 ﹤0.01%
+3
562
$0 ﹤0.01%
+19
563
$0 ﹤0.01%
+12
564
$0 ﹤0.01%
+9
565
$0 ﹤0.01%
+11
566
$0 ﹤0.01%
+27
567
$0 ﹤0.01%
+17
568
$0 ﹤0.01%
+5
569
$0 ﹤0.01%
+4
570
$0 ﹤0.01%
+50
571
$0 ﹤0.01%
+3
572
$0 ﹤0.01%
+9
573
$0 ﹤0.01%
+17
574
$0 ﹤0.01%
+5
575
$0 ﹤0.01%
+18
21 22
23
24 25