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
$174M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$928K
3
+$851K
4
BA icon
Boeing
BA
+$755K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$728K

Top Sells

1
+$611K
2
+$503K
3
+$381K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$341K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$308K

Sector Composition

1 Financials 2.38%
2 Technology 1.73%
3 Real Estate 1.67%
4 Industrials 1.07%
5 Energy 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$249K 0.14%
1,692
-539
77
$243K 0.14%
1,297
-8
78
$233K 0.13%
+7,371
79
$232K 0.13%
3,414
+473
80
$232K 0.13%
1,704
-16
81
$231K 0.13%
2,148
+15
82
$228K 0.13%
+1,112
83
$227K 0.13%
10,500
-9,913
84
$224K 0.13%
2,642
85
$216K 0.12%
2,284
+13
86
$211K 0.12%
969
+77
87
$209K 0.12%
+5,941
88
$197K 0.11%
4,646
-5,824
89
$188K 0.11%
12,853
90
$176K 0.1%
12,700
91
$165K 0.1%
15,000
-1,052
92
$164K 0.09%
12,410
+1,292
93
$148K 0.09%
16,952
+169
94
$100K 0.06%
2,400
95
– –
-2,440
96
– –
-8,067
1 2 3
4