FFG
Ford Financial Group Portfolio holdings
AUM
$2.36M
This Quarter Return
+6.88%
1 Year Return
-7.29%
3 Year Return
+47.66%
5 Year Return
+37.16%
10 Year Return
–
AUM
$184M
AUM Growth
+$184M
(+2.2%)
Cap. Flow
-$5.96M
Cap. Flow
% of AUM
-3.24%
Top 10 Holdings %
Top 10 Hldgs %
60.77%
Holding
96
New
3
Increased
42
Reduced
32
Closed
7
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$4.6M |
| 2 |
Vanguard Total Bond Market
BND
|
$701K |
| 3 |
iShares Gold Trust
IAU
|
$586K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$401K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$376K |
Top Sells
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$6.93M |
| 2 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$4.79M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$988K |
| 4 |
Dominion Energy
D
|
$527K |
| 5 |
iShares Core S&P US Growth ETF
IUSG
|
$508K |
Sector Composition
| 1 | Technology | 2.29% |
| 2 | Financials | 2.24% |
| 3 | Healthcare | 1.11% |
| 4 | Real Estate | 0.98% |
| 5 | Communication Services | 0.7% |
