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
$174M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$928K
3
+$851K
4
BA icon
Boeing
BA
+$755K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$728K

Top Sells

1
+$611K
2
+$503K
3
+$381K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$341K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$308K

Sector Composition

1 Financials 2.38%
2 Technology 1.73%
3 Real Estate 1.67%
4 Industrials 1.07%
5 Energy 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$385K 0.22%
+4,597
52
$380K 0.22%
4,540
+190
53
$368K 0.21%
6,288
-6,510
54
$339K 0.2%
13,675
55
$304K 0.18%
2,988
-1,224
56
$301K 0.17%
5,902
-1,169
57
$300K 0.17%
6,126
+1,233
58
$297K 0.17%
8,000
59
$296K 0.17%
18,975
+3,375
60
$296K 0.17%
1,310
+195
61
$296K 0.17%
14,011
+1,667
62
$293K 0.17%
998
-12
63
$290K 0.17%
+1,423
64
$290K 0.17%
5,433
65
$290K 0.17%
4,850
-362
66
$289K 0.17%
4,519
-422
67
$288K 0.17%
3,814
68
$276K 0.16%
+11,350
69
$266K 0.15%
1,844
-13
70
$265K 0.15%
3,802
-8,761
71
$264K 0.15%
42,663
-22,231
72
$264K 0.15%
1,810
-419
73
$260K 0.15%
2,377
-277
74
$253K 0.15%
21,980
+634
75
$251K 0.14%
11,925
-2,215
1 2
3
4