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
$133M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$32.3M
2
+$20.5M
3
+$13.3M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.02M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$5.27M

Top Sells

No sells this quarter

Sector Composition

1 Financials 1.67%
2 Technology 0.81%
3 Real Estate 0.66%
4 Industrials 0.65%
5 Consumer Discretionary 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$138K 0.1%
+12,400
52
$137K 0.1%
+1,573
53
$133K 0.1%
+2,197
54
$129K 0.1%
+864
55
$126K 0.09%
+2,000
56
$118K 0.09%
+8,700
57
$114K 0.09%
+2,228
58
$111K 0.08%
+6,486
59
$110K 0.08%
+2,451
60
$108K 0.08%
+1,235
61
$108K 0.08%
+564
62
$106K 0.08%
+4,000
63
$103K 0.08%
+1,375
64
$102K 0.08%
+8,100
65
$101K 0.08%
+8,150
66
$98K 0.07%
+6,900
67
$98K 0.07%
+6,450
68
$97K 0.07%
+7,050
69
$97K 0.07%
+2,000
70
$97K 0.07%
+10,000
71
$96K 0.07%
+1,090
72
$95K 0.07%
+8,250
73
$83K 0.06%
+1,299
74
$80K 0.06%
+695
75
$80K 0.06%
+671
1 2
3
4 5