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
$261M
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Sells

1 +$12.4M
2 +$3.85M
3 +$3.47M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.47M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.13M

Sector Composition

1 Technology 2.61%
2 Financials 1.43%
3 Consumer Discretionary 1.03%
4 Real Estate 0.83%
5 Energy 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$874K 0.33%
+11,787
52
$737K 0.28%
59,939
+1,211
53
$733K 0.28%
13,210
-62,555
54
$626K 0.24%
3,940
+3,369
55
$615K 0.24%
3,278
+100
56
$610K 0.23%
12,143
-1,991
57
$582K 0.22%
+16,996
58
$554K 0.21%
21,246
+130
59
$531K 0.2%
11,878
+7,805
60
$504K 0.19%
19,950
-1,200
61
$499K 0.19%
19,482
-22,939
62
$498K 0.19%
65,731
-4,030
63
$496K 0.19%
10,368
+10,271
64
$495K 0.19%
3,309
-25
65
$494K 0.19%
4,581
-4,079
66
$480K 0.18%
3,440
+120
67
$472K 0.18%
821
+19
68
$465K 0.18%
1,704
+41
69
$449K 0.17%
3,888
+283
70
$448K 0.17%
1,248
+291
71
$446K 0.17%
8,004
+63
72
$428K 0.16%
4,156
+3,277
73
$424K 0.16%
18,160
74
$413K 0.16%
2,158
-66
75
$396K 0.15%
5,858