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
$233M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$4.24M
2 +$3.81M
3 +$3.29M
4
RLY icon
SPDR SSGA Multi-Asset Real Return ETF
RLY
+$3.02M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.03M

Top Sells

1 +$4.03M
2 +$2.92M
3 +$2.46M
4
JPM icon
JPMorgan Chase
JPM
+$1.44M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.35M

Sector Composition

1 Technology 2.15%
2 Financials 1.74%
3 Consumer Discretionary 1.09%
4 Healthcare 0.91%
5 Real Estate 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-853
102
-1,807
103
-11,295
104
-1,542
105
-3,524
106
-7,159