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
$233M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$3.81M
3
+$3.29M
4
RLY icon
SPDR SSGA Multi-Asset Real Return ETF
RLY
+$3.02M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.03M

Top Sells

1
+$4.03M
2
+$2.92M
3
+$2.46M
4
JPM icon
JPMorgan Chase
JPM
+$1.44M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.35M

Sector Composition

1 Technology 2.15%
2 Financials 1.74%
3 Consumer Discretionary 1.09%
4 Healthcare 0.91%
5 Real Estate 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$512K 0.22%
4,079
-1,065
52
$497K 0.21%
+3,511
53
$468K 0.2%
3,475
+64
54
$464K 0.2%
20,350
-3,596
55
$461K 0.2%
8,919
+899
56
$459K 0.2%
2,086
57
$450K 0.19%
19,693
+24
58
$444K 0.19%
7,959
+662
59
$412K 0.18%
1,039
+2
60
$394K 0.17%
1,905
-273
61
$374K 0.16%
6,108
62
$370K 0.16%
3,580
-80
63
$359K 0.15%
11,237
64
$347K 0.15%
730
+200
65
$346K 0.15%
2,110
+213
66
$334K 0.14%
18,160
67
$329K 0.14%
935
+100
68
$329K 0.14%
1,785
-744
69
$320K 0.14%
8,000
70
$320K 0.14%
5,000
+400
71
$317K 0.14%
1,972
+1
72
$313K 0.13%
1,297
73
$301K 0.13%
4,550
+736
74
$288K 0.12%
944
75
$279K 0.12%
+1,318
1 2
3
4 5