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
$260M
AUM Growth
-$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1 +$4.18M
2 +$3.95M
3 +$1.09M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$790K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$472K

Top Sells

1 +$2.51M
2 +$2.38M
3 +$301K
4
CODI icon
Compass Diversified
CODI
+$284K
5
BABA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
-24
552
-72
553
-2,150
554
-15
555
-1,569
556
-50
557
-132
558
-75
559
-50
560
-633
561
-2,896
562
-511
563
-365
564
-100
565
-22
566
-19
567
-17
568
-200
569
-5
570
-454
571
-31
572
-36
573
-559
574
-323
575
-18