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
$268M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Sells

1 +$6.58M
2 +$3.89M
3 +$851K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$753K
5
TDOC icon
Teladoc Health
TDOC
+$718K

Sector Composition

1 Technology 2.66%
2 Financials 2.09%
3 Consumer Discretionary 1.28%
4 Real Estate 1.01%
5 Industrials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$599K 0.22%
7,933
+308
52
$566K 0.21%
12,240
-700
53
$550K 0.21%
20,350
54
$529K 0.2%
3,514
+3
55
$476K 0.18%
7,559
-400
56
$458K 0.17%
2,086
57
$452K 0.17%
3,221
-254
58
$448K 0.17%
3,580
59
$435K 0.16%
1,881
-24
60
$435K 0.16%
2,620
-4,323
61
$427K 0.16%
730
62
$423K 0.16%
19,491
-202
63
$422K 0.16%
7,970
-949
64
$366K 0.14%
8,000
65
$365K 0.14%
18,160
66
$356K 0.13%
5,858
-250
67
$350K 0.13%
11,237
68
$339K 0.13%
1,959
-13
69
$339K 0.13%
7,012
+1,454
70
$331K 0.12%
838
-97
71
$321K 0.12%
1,318
72
$318K 0.12%
1,810
+25
73
$311K 0.12%
1,890
-220
74
$304K 0.11%
875
-7
75
$301K 0.11%
944