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
$246M
AUM Growth
-$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1 +$13.1M
2 +$5.04M
3 +$4.25M
4
DYLD icon
LeaderShares Dynamic Yield ETF
DYLD
+$3.31M
5
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$2.52M

Top Sells

1 +$4.64M
2 +$4.27M
3 +$1.95M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.14M
5
BND icon
Vanguard Total Bond Market
BND
+$965K

Sector Composition

1 Technology 1.97%
2 Financials 1.09%
3 Consumer Discretionary 0.77%
4 Real Estate 0.71%
5 Energy 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$389K 0.16%
6,793
+2,181
77
$377K 0.15%
3,460
+2,000
78
$376K 0.15%
3,440
79
$368K 0.15%
10,603
+5,091
80
$365K 0.15%
14,427
-5,055
81
$363K 0.15%
1,704
82
$354K 0.14%
3,497
+73
83
$350K 0.14%
+8,571
84
$341K 0.14%
8,000
-4
85
$334K 0.14%
1,488
+240
86
$323K 0.13%
1,825
+5
87
$318K 0.13%
1,910
+2
88
$316K 0.13%
3,697
+24
89
$315K 0.13%
1,601
-26
90
$300K 0.12%
+3,517
91
$277K 0.11%
+6,553
92
$274K 0.11%
2,313
+15
93
$269K 0.11%
1,974
+5
94
$266K 0.11%
728
+1
95
$263K 0.11%
18,160
96
$257K 0.1%
3,688
-200
97
$253K 0.1%
8,000
98
$249K 0.1%
1,346
+1
99
$248K 0.1%
1,504
-1
100
$245K 0.1%
4,835
+3