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
$180M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$1.08M
3
+$913K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$675K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$417K

Top Sells

1
+$3.01M
2
+$620K
3
+$382K
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$254K
5
AXP icon
American Express
AXP
+$224K

Sector Composition

1 Financials 2.53%
2 Technology 2.03%
3 Healthcare 1.1%
4 Real Estate 1.03%
5 Energy 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$457K 0.25%
6,695
+2,216
52
$442K 0.25%
2,480
+1,070
53
$393K 0.22%
2,794
54
$389K 0.22%
26,266
+4,020
55
$388K 0.22%
+2,967
56
$381K 0.21%
8,184
+94
57
$375K 0.21%
7,468
-1,847
58
$365K 0.2%
2,159
59
$363K 0.2%
3,794
-186
60
$353K 0.2%
1,146
-271
61
$334K 0.19%
5,433
62
$308K 0.17%
1,018
-264
63
$289K 0.16%
4,844
+1
64
$278K 0.15%
+3,940
65
$275K 0.15%
15,999
-3,224
66
$275K 0.15%
12,500
67
$272K 0.15%
5,505
-363
68
$271K 0.15%
2,439
+10
69
$265K 0.15%
899
+15
70
$260K 0.14%
1,966
+10
71
$259K 0.14%
5,000
72
$247K 0.14%
2,436
-160
73
$244K 0.14%
+975
74
$243K 0.14%
1,297
75
$242K 0.13%
8,150
1 2
3
4