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
$147M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$874K
3
+$755K
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$513K
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$446K

Top Sells

1
+$3.19M
2
+$2.57M
3
+$1.09M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$675K
5
XLE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$328K 0.22%
+6,441
52
$322K 0.22%
2,317
-325
53
$320K 0.22%
4,224
54
$306K 0.21%
+10,350
55
$302K 0.2%
+6,000
56
$295K 0.2%
+1,210
57
$292K 0.2%
+2,021
58
$288K 0.2%
14,300
-928
59
$286K 0.19%
8,000
60
$285K 0.19%
5,433
61
$278K 0.19%
4,629
62
$262K 0.18%
+3,814
63
$258K 0.17%
2,378
64
$252K 0.17%
14,490
+1,900
65
$244K 0.17%
15,600
+2,000
66
$244K 0.17%
+1,751
67
$237K 0.16%
1,115
-410
68
$237K 0.16%
2,708
69
$234K 0.16%
1,350
-52
70
$226K 0.15%
+770
71
$226K 0.15%
4,500
72
$225K 0.15%
1,720
-9
73
$225K 0.15%
+4,715
74
$223K 0.15%
+4,544
75
$217K 0.15%
16,453
1 2
3
4