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
$246M
AUM Growth
-$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1 +$13.1M
2 +$5.04M
3 +$4.25M
4
DYLD icon
LeaderShares Dynamic Yield ETF
DYLD
+$3.31M
5
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$2.52M

Top Sells

1 +$4.64M
2 +$4.27M
3 +$1.95M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.14M
5
BND icon
Vanguard Total Bond Market
BND
+$965K

Sector Composition

1 Technology 1.97%
2 Financials 1.09%
3 Consumer Discretionary 0.77%
4 Real Estate 0.71%
5 Energy 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$976K 0.4%
33,858
+16,862
52
$967K 0.39%
42,353
+28,316
53
$926K 0.38%
3,606
+197
54
$922K 0.38%
+26,880
55
$919K 0.37%
23,684
+115
56
$918K 0.37%
7,164
+4,699
57
$906K 0.37%
6,315
+168
58
$841K 0.34%
17,666
-27
59
$763K 0.31%
23,399
+14,013
60
$725K 0.29%
24,609
+15,461
61
$717K 0.29%
2,561
-1,100
62
$646K 0.26%
60,097
+158
63
$639K 0.26%
28,470
+17,585
64
$580K 0.24%
26,995
+7,045
65
$558K 0.23%
+3,314
66
$544K 0.22%
17,303
+6,974
67
$516K 0.21%
21,403
+157
68
$514K 0.21%
4,048
+770
69
$482K 0.2%
14,459
-12,312
70
$476K 0.19%
9,703
-3,507
71
$441K 0.18%
5,856
-2
72
$430K 0.17%
3,321
+12
73
$412K 0.17%
10,018
+3,125
74
$400K 0.16%
835
+14
75
$393K 0.16%
+5,502