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
$233M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$4.24M
2 +$3.81M
3 +$3.29M
4
RLY icon
SPDR SSGA Multi-Asset Real Return ETF
RLY
+$3.02M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.03M

Top Sells

1 +$4.03M
2 +$2.92M
3 +$2.46M
4
JPM icon
JPMorgan Chase
JPM
+$1.44M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.35M

Sector Composition

1 Technology 2.15%
2 Financials 1.74%
3 Consumer Discretionary 1.09%
4 Healthcare 0.91%
5 Real Estate 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$270K 0.12%
11,666
77
$269K 0.12%
1,908
-60
78
$267K 0.11%
5,558
+22
79
$264K 0.11%
2,236
+15
80
$261K 0.11%
10,361
+18
81
$259K 0.11%
882
-11
82
$253K 0.11%
11,925
83
$250K 0.11%
43,945
+251
84
$250K 0.11%
+4,301
85
$245K 0.11%
1,104
+171
86
$235K 0.1%
2,356
+8
87
$232K 0.1%
4,578
+3
88
$231K 0.1%
1,438
-53
89
$229K 0.1%
+1,011
90
$228K 0.1%
2,642
91
$213K 0.09%
15,000
92
$203K 0.09%
548
-253
93
$200K 0.09%
+5,184
94
$193K 0.08%
12,000
95
$173K 0.07%
12,700
96
$166K 0.07%
17,946
+182
97
$164K 0.07%
13,020
+109
98
$145K 0.06%
11,000
99
$71K 0.03%
10,000
100
-35,297