FFG
Ford Financial Group Portfolio holdings
AUM
$2.36M
1-Year Return
7.29%
This Quarter Return
-12.82%
1 Year Return
-7.29%
3 Year Return
+47.66%
5 Year Return
+37.16%
10 Year Return
–
AUM
$133M
AUM Growth
-$4.39M
(-3.2%)
Cap. Flow
+$17.4M
Cap. Flow
% of AUM
13.15%
Top 10 Holdings %
Top 10 Hldgs %
72.53%
Holding
65
New
21
Increased
24
Reduced
10
Closed
6
Top Buys
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$13.4M |
| 2 |
Vanguard Small-Cap Growth ETF
VBK
|
$3.26M |
| 3 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$3.16M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$2.47M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.64M |
Top Sells
Sector Composition
| 1 | Financials | 2.03% |
| 2 | Energy | 1.69% |
| 3 | Technology | 1.32% |
| 4 | Consumer Discretionary | 0.64% |
| 5 | Real Estate | 0.62% |
