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
$240M
AUM Growth
-$5.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.07%
2 Financials 1.12%
3 Consumer Discretionary 0.9%
4 Real Estate 0.71%
5 Energy 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$995K 0.41%
9,575
-8,379
52
$977K 0.41%
4,197
+591
53
$976K 0.41%
45,504
+3,151
54
$956K 0.4%
16,427
+1,885
55
$924K 0.38%
6,444
-34,721
56
$854K 0.36%
6,318
+3
57
$839K 0.35%
23,442
-242
58
$786K 0.33%
25,096
+1,697
59
$744K 0.31%
38,284
+11,289
60
$742K 0.31%
3,805
-16,284
61
$696K 0.29%
7,247
-46,363
62
$679K 0.28%
+17,631
63
$664K 0.28%
+18,721
64
$644K 0.27%
8,517
-13,953
65
$628K 0.26%
7,836
-12,817
66
$621K 0.26%
+25,762
67
$620K 0.26%
11,517
+4,724
68
$607K 0.25%
8,441
+2,939
69
$584K 0.24%
11,097
-21,858
70
$578K 0.24%
2,164
-397
71
$548K 0.23%
60,354
+257
72
$506K 0.21%
14,061
+5,490
73
$501K 0.21%
21,353
-50
74
$491K 0.2%
3,177
-137
75
$486K 0.2%
3,855
-193