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
$150M
AUM Growth
-$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$3.64M
3
+$3.03M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.57M
5
V icon
Visa
V
+$589K

Top Sells

1
+$4.12M
2
+$1.47M
3
+$851K
4
IXC icon
iShares Global Energy ETF
IXC
+$693K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$368K

Sector Composition

1 Financials 2.58%
2 Technology 1.83%
3 Healthcare 1.15%
4 Real Estate 1.02%
5 Energy 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$365K 0.24%
+1,282
52
$365K 0.24%
1,417
+183
53
$323K 0.22%
3,980
+483
54
$318K 0.21%
8,090
-358
55
$304K 0.2%
2,159
-14
56
$290K 0.19%
22,246
+8,571
57
$286K 0.19%
5,433
58
$281K 0.19%
5,868
-258
59
$270K 0.18%
+5,000
60
$262K 0.17%
4,843
-7
61
$257K 0.17%
1,410
+100
62
$257K 0.17%
+19,223
63
$254K 0.17%
5,076
-826
64
$253K 0.17%
2,596
-392
65
$251K 0.17%
4,479
-118
66
$235K 0.16%
1,956
+252
67
$235K 0.16%
+12,500
68
$234K 0.16%
14,037
+26
69
$234K 0.16%
2,429
+585
70
$229K 0.15%
1,297
-126
71
$224K 0.15%
+2,626
72
$220K 0.15%
884
-114
73
$216K 0.14%
3,043
-371
74
$216K 0.14%
+8,150
75
$215K 0.14%
3,814
1 2
3
4 5