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
$268M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Sells

1 +$6.58M
2 +$3.89M
3 +$851K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$753K
5
TDOC icon
Teladoc Health
TDOC
+$718K

Sector Composition

1 Technology 2.66%
2 Financials 2.09%
3 Consumer Discretionary 1.28%
4 Real Estate 1.01%
5 Industrials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$301K 0.11%
4,550
77
$288K 0.11%
5,684
+1,106
78
$284K 0.11%
11,161
-505
79
$281K 0.1%
5,008
+8
80
$281K 0.1%
1,902
-6
81
$277K 0.1%
10,376
+15
82
$275K 0.1%
2,250
+14
83
$274K 0.1%
1,211
+200
84
$268K 0.1%
4,794
+493
85
$255K 0.1%
2,537
+181
86
$250K 0.09%
1,104
87
$239K 0.09%
11,925
88
$238K 0.09%
1,438
89
$228K 0.09%
+2,147
90
$227K 0.08%
15,000
91
$214K 0.08%
536
-12
92
$211K 0.08%
2,642
93
$211K 0.08%
+3,331
94
$210K 0.08%
+777
95
$208K 0.08%
+2,673
96
$206K 0.08%
+1,200
97
$206K 0.08%
12,000
98
$205K 0.08%
4,995
-189
99
$196K 0.07%
+1,015
100
$189K 0.07%
+3,573