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FFG
Ford Financial Group Portfolio holdings
AUM
$2.36M
1-Year Est. Return
7.29%
This Fund
S&P 500
This Quarter
Est. Return
+4.56%
1 Year Est. Return
-7.29%
3 Year Est. Return
+47.66%
5 Year Est. Return
+37.09%
10 Year Est. Return
–
AUM
$133M
AUM Growth
–
Cap. Flow
+$128M
Cap. Flow
% of AUM
96.01%
Top 10 Holdings %
Top 10 Hldgs %
72.85%
Holding
456
New
454
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$30.7M |
| 2 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$19.6M |
| 3 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$12.6M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$5.67M |
| 5 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$4.97M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 1.67% |
| 2 | Technology | 0.81% |
| 3 | Real Estate | 0.66% |
| 4 | Industrials | 0.65% |
| 5 | Consumer Discretionary | 0.63% |
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Ford Financial Group's Q4 2017 Portfolio in Review
Q4 2017 is the first quarter with a 13F filing on record for Ford Financial Group, which disclosed 456 positions worth $133M. Its ten largest holdings account for 73% of the portfolio.
Its largest position is Vanguard Total Stock Market ETF: 229,562 shares worth $32.3M.
By sector, the portfolio is most concentrated in Financials at 1.7% of assets, followed by Technology and Real Estate.
- Ford Financial Group's largest Q4 2017 buy was Vanguard Total Stock Market ETF: 229,562 shares worth $32.3M.
- Ford Financial Group's ten largest holdings make up 73% of its $133M portfolio in Q4 2017.
- Ford Financial Group disclosed 456 positions in Q4 2017, its first 13F filing on record.
Based on Ford Financial Group's 13F filing for Q4 2017, filed 12 Feb 2018.