FFG
Ford Financial Group Portfolio holdings
AUM
$2.36M
1-Year Return
7.29%
This Quarter Return
+6.67%
1 Year Return
-7.29%
3 Year Return
+47.66%
5 Year Return
+37.16%
10 Year Return
–
AUM
$174M
AUM Growth
+$16.9M
(+11%)
Cap. Flow
+$6.56M
Cap. Flow
% of AUM
3.78%
Top 10 Holdings %
Top 10 Hldgs %
68.24%
Holding
96
New
8
Increased
46
Reduced
32
Closed
2
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$1.17M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$928K |
| 3 |
Simon Property Group
SPG
|
$851K |
| 4 |
Boeing
BA
|
$755K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$728K |
Top Sells
Sector Composition
| 1 | Financials | 2.38% |
| 2 | Technology | 1.73% |
| 3 | Real Estate | 1.67% |
| 4 | Industrials | 1.07% |
| 5 | Energy | 0.95% |
