FFG
Ford Financial Group Portfolio holdings
AUM
$2.36M
This Quarter Return
+12.84%
1 Year Return
-7.29%
3 Year Return
+47.66%
5 Year Return
+37.16%
10 Year Return
–
AUM
$212M
AUM Growth
+$212M
(+15%)
Cap. Flow
+$9.01M
Cap. Flow
% of AUM
4.25%
Top 10 Holdings %
Top 10 Hldgs %
57.78%
Holding
100
New
11
Increased
40
Reduced
38
Closed
1
Top Buys
| 1 |
Vanguard Small-Cap Growth ETF
VBK
|
$3.74M |
| 2 |
Invesco S&P 500 Pure Value ETF
RPV
|
$3.65M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$3.6M |
| 4 |
iShares Russell Mid-Cap Value ETF
IWS
|
$2.29M |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
$2.16M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$4.39M |
| 2 |
Vanguard Mega Cap Growth ETF
MGK
|
$4.25M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$3.29M |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$1.84M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$886K |
Sector Composition
| 1 | Technology | 2.44% |
| 2 | Financials | 2.37% |
| 3 | Healthcare | 1.01% |
| 4 | Real Estate | 0.92% |
| 5 | Consumer Discretionary | 0.86% |
