FFG
Ford Financial Group Portfolio holdings
AUM
$2.36M
1-Year Return
7.29%
This Quarter Return
-4.66%
1 Year Return
-7.29%
3 Year Return
+47.66%
5 Year Return
+37.16%
10 Year Return
–
AUM
$240M
AUM Growth
-$5.78M
(-2.4%)
Cap. Flow
+$5.11M
Cap. Flow
% of AUM
2.13%
Top 10 Holdings %
Top 10 Hldgs %
51.82%
Holding
139
New
18
Increased
47
Reduced
41
Closed
16
Top Buys
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$12.6M |
| 2 |
Vanguard Small-Cap Value ETF
VBR
|
$4.98M |
| 3 |
iShares Russell Mid-Cap Value ETF
IWS
|
$4.45M |
| 4 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$3.57M |
| 5 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$3.18M |
Sector Composition
| 1 | Technology | 2.07% |
| 2 | Financials | 1.12% |
| 3 | Consumer Discretionary | 0.9% |
| 4 | Real Estate | 0.71% |
| 5 | Energy | 0.68% |
