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
$212M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.65M
3
+$3.6M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$2.29M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$2.16M

Top Sells

1
+$4.39M
2
+$4.25M
3
+$3.29M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.84M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$886K

Sector Composition

1 Technology 2.44%
2 Financials 2.37%
3 Healthcare 1.01%
4 Real Estate 0.92%
5 Consumer Discretionary 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$458K 0.22%
2,529
-70
52
$443K 0.21%
2,178
-20,878
53
$434K 0.2%
2,086
-73
54
$427K 0.2%
19,669
-141
55
$405K 0.19%
3,411
-250
56
$387K 0.18%
1,037
+188
57
$371K 0.18%
16,293
+4,211
58
$359K 0.17%
6,108
+800
59
$359K 0.17%
7,159
-550
60
$358K 0.17%
8,020
+28
61
$320K 0.15%
3,660
-280
62
$318K 0.15%
1,971
+3
63
$316K 0.15%
11,237
64
$314K 0.15%
835
-10
65
$300K 0.14%
7,297
-6
66
$298K 0.14%
1,897
-98
67
$293K 0.14%
+8,000
68
$291K 0.14%
1,968
69
$280K 0.13%
801
+1
70
$272K 0.13%
5,536
+48
71
$270K 0.13%
1,297
72
$270K 0.13%
18,160
73
$265K 0.13%
+530
74
$259K 0.12%
11,925
75
$250K 0.12%
944
-33
1 2
3
4