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
$260M
AUM Growth
-$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1 +$4.18M
2 +$3.95M
3 +$1.09M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$790K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$472K

Top Sells

1 +$2.51M
2 +$2.38M
3 +$301K
4
CODI icon
Compass Diversified
CODI
+$284K
5
BABA icon
Alibaba
BABA
+$274K

Sector Composition

1 Technology 2.29%
2 Financials 1.74%
3 Consumer Discretionary 0.91%
4 Real Estate 0.88%
5 Communication Services 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$292K 0.11%
8,000
77
$286K 0.11%
1,904
+2
78
$277K 0.11%
6,980
+3,380
79
$268K 0.1%
2,120
-500
80
$266K 0.1%
5,008
81
$266K 0.1%
2,267
+17
82
$259K 0.1%
2,591
+54
83
$250K 0.1%
10,395
+19
84
$241K 0.09%
4,442
+1,111
85
$239K 0.09%
11,925
86
$234K 0.09%
2,221
+74
87
$232K 0.09%
2,673
88
$224K 0.09%
15,000
89
$216K 0.08%
2,642
90
$213K 0.08%
778
+1
91
$212K 0.08%
4,995
92
$210K 0.08%
1,438
93
$210K 0.08%
1,620
+1,590
94
$205K 0.08%
526
-10
95
$205K 0.08%
1,015
96
$200K 0.08%
1,200
97
$200K 0.08%
12,000
98
$184K 0.07%
+41,500
99
$182K 0.07%
18,289
+177
100
$174K 0.07%
13,236
+108