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
$261M
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Sells

1 +$12.4M
2 +$3.85M
3 +$3.47M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.47M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.13M

Sector Composition

1 Technology 2.61%
2 Financials 1.43%
3 Consumer Discretionary 1.03%
4 Real Estate 0.83%
5 Energy 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$395K 0.15%
10,329
+9,807
77
$364K 0.14%
85,606
+645
78
$360K 0.14%
1,627
+70
79
$359K 0.14%
3,424
+6
80
$337K 0.13%
2,465
+1,650
81
$336K 0.13%
+14,037
82
$331K 0.13%
727
+19
83
$331K 0.13%
1,969
+1
84
$330K 0.13%
1,402
-412
85
$328K 0.13%
6,893
+5,331
86
$322K 0.12%
1,820
+63
87
$320K 0.12%
+9,386
88
$320K 0.12%
4,660
+4,233
89
$319K 0.12%
1,505
+232
90
$319K 0.12%
1,908
+4
91
$315K 0.12%
8,000
-100
92
$303K 0.12%
3,673
-3,543
93
$294K 0.11%
2,298
+14
94
$293K 0.11%
4,612
+3,074
95
$288K 0.11%
11,237
96
$277K 0.11%
+9,148
97
$273K 0.1%
+10,885
98
$265K 0.1%
888
-25
99
$263K 0.1%
1,345
+1,303
100
$259K 0.1%
1,889
+10