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
$157M
AUM Growth
+$9.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$2.55M
3
+$1.95M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$1.73M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.35M

Top Sells

1
+$2.74M
2
+$1.75M
3
+$685K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$547K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$515K

Sector Composition

1 Financials 2.19%
2 Technology 1.49%
3 Energy 1.4%
4 Real Estate 1.17%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$357K 0.23%
+3,165
52
$356K 0.23%
1,192
+422
53
$318K 0.2%
+4,941
54
$313K 0.2%
+13,675
55
$306K 0.2%
2,231
+210
56
$299K 0.19%
5,433
57
$294K 0.19%
+4,350
58
$288K 0.18%
2,229
-88
59
$288K 0.18%
2,654
-6,314
60
$287K 0.18%
8,000
61
$287K 0.18%
+1,773
62
$281K 0.18%
3,814
63
$276K 0.18%
14,140
-350
64
$268K 0.17%
5,212
+497
65
$261K 0.17%
+15,425
66
$248K 0.16%
12,344
-1,956
67
$248K 0.16%
14,414
+3,309
68
$246K 0.16%
15,600
69
$242K 0.15%
1,857
+106
70
$240K 0.15%
4,893
+349
71
$235K 0.15%
1,720
72
$231K 0.15%
1,115
73
$225K 0.14%
2,642
-1,582
74
$224K 0.14%
1,305
-45
75
$222K 0.14%
21,346
+3,024
1 2
3
4 5