FFG

Ford Financial Group Portfolio holdings

AUM $2.36M
1-Year Est. Return 7.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-7.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
-$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$3.45M
3
+$3.37M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.05M
5
CWBC
Community West Bancshares
CWBC
+$726K

Top Sells

1
+$5.01M
2
+$1.47M
3
+$851K
4
IXC icon
iShares Global Energy ETF
IXC
+$693K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$368K

Sector Composition

1 Financials 2.58%
2 Technology 1.83%
3 Healthcare 1.15%
4 Real Estate 1.02%
5 Energy 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,112
102
– –
-1,692
103
– –
-5,716
104
– –
-12,853
105
– –
-8,000
106
– –
-4,519
107
– –
-2,284
1 2 3 4
5