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
$260M
AUM Growth
-$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1 +$4.18M
2 +$3.95M
3 +$1.09M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$790K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$472K

Top Sells

1 +$2.51M
2 +$2.38M
3 +$301K
4
CODI icon
Compass Diversified
CODI
+$284K
5
BABA icon
Alibaba
BABA
+$274K

Sector Composition

1 Technology 2.29%
2 Financials 1.74%
3 Consumer Discretionary 0.91%
4 Real Estate 0.88%
5 Communication Services 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$590K 0.23%
21,150
+800
52
$569K 0.22%
12,376
+136
53
$543K 0.21%
3,626
+112
54
$492K 0.19%
2,237
-700
55
$477K 0.18%
3,580
56
$455K 0.18%
3,263
+42
57
$434K 0.17%
1,850
-31
58
$432K 0.17%
7,359
-200
59
$420K 0.16%
730
60
$420K 0.16%
7,720
-250
61
$398K 0.15%
19,517
+26
62
$390K 0.15%
18,160
63
$370K 0.14%
825
-13
64
$357K 0.14%
1,318
65
$352K 0.14%
7,297
+285
66
$350K 0.13%
5,858
67
$344K 0.13%
1,963
+4
68
$341K 0.13%
11,237
69
$337K 0.13%
1,305
+201
70
$334K 0.13%
1,704
-382
71
$309K 0.12%
944
72
$307K 0.12%
6,048
+364
73
$306K 0.12%
1,810
74
$305K 0.12%
1,890
75
$297K 0.11%
878
+3