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
$184M
AUM Growth
+$3.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$701K
3
+$586K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$401K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$376K

Top Sells

1
+$6.93M
2
+$4.79M
3
+$988K
4
D icon
Dominion Energy
D
+$527K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$508K

Sector Composition

1 Technology 2.29%
2 Financials 2.24%
3 Healthcare 1.11%
4 Real Estate 0.98%
5 Communication Services 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$425K 0.23%
2,159
52
$387K 0.21%
7,709
+241
53
$371K 0.2%
3,661
-133
54
$327K 0.18%
5,308
-125
55
$322K 0.18%
2,599
+160
56
$314K 0.17%
7,992
-192
57
$299K 0.16%
845
-173
58
$297K 0.16%
1,995
-799
59
$290K 0.16%
1,968
-999
60
$289K 0.16%
3,940
61
$284K 0.15%
849
-297
62
$272K 0.15%
1,968
+2
63
$271K 0.15%
977
+2
64
$270K 0.15%
5,488
-17
65
$260K 0.14%
+12,082
66
$257K 0.14%
11,237
67
$250K 0.14%
7,303
-2,958
68
$249K 0.14%
800
-99
69
$246K 0.13%
4,754
-90
70
$244K 0.13%
+1,243
71
$243K 0.13%
2,396
-40
72
$243K 0.13%
930
-100
73
$235K 0.13%
4,646
+143
74
$225K 0.12%
3,814
75
$224K 0.12%
18,160
-33,140
1 2
3
4