FFG
Ford Financial Group Portfolio holdings
AUM
$2.36M
This Quarter Return
+2.64%
1 Year Return
-7.29%
3 Year Return
+47.66%
5 Year Return
+37.16%
10 Year Return
–
AUM
$147M
AUM Growth
+$147M
(+5.8%)
Cap. Flow
+$2.52M
Cap. Flow
% of AUM
1.71%
Top 10 Holdings %
Top 10 Hldgs %
68.03%
Holding
93
New
22
Increased
30
Reduced
27
Closed
3
Top Buys
Top Sells
| 1 |
iShares Global REIT ETF
REET
|
$3.19M |
| 2 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$2.57M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$1.09M |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
$675K |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$446K |
Sector Composition
| 1 | Financials | 2.13% |
| 2 | Technology | 1.71% |
| 3 | Energy | 1.65% |
| 4 | Real Estate | 1% |
| 5 | Utilities | 0.92% |
