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
$150M
AUM Growth
-$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$5.76M
2 +$3.64M
3 +$3.03M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.57M
5
V icon
Visa
V
+$589K

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
-2,148
104
-5,716
105
-25,116
106
-11,350
107
-8,000