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
551
– –
-79
552
– –
-345
553
– –
-1,175
554
– –
-20
555
– –
-3,877
556
– –
-135
557
– –
-2,000
558
– –
-2,245
559
– –
-7
560
– –
-600
561
– –
-826
562
– –
-2,858
563
– –
-21
564
– –
-1,768
565
– –
-463
19 20 21 22
23