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
$268M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Sells

1 +$6.58M
2 +$3.89M
3 +$851K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$753K
5
TDOC icon
Teladoc Health
TDOC
+$718K

Sector Composition

1 Technology 2.66%
2 Financials 2.09%
3 Consumer Discretionary 1.28%
4 Real Estate 1.01%
5 Industrials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$189K 0.07%
1,483
-2,596
102
$188K 0.07%
+6,708
103
$184K 0.07%
18,112
+166
104
$184K 0.07%
+1,599
105
$183K 0.07%
+923
106
$179K 0.07%
+7,428
107
$178K 0.07%
+2,565
108
$178K 0.07%
+2,505
109
$178K 0.07%
12,700
110
$174K 0.06%
+200
111
$174K 0.06%
+2,727
112
$174K 0.06%
13,128
+108
113
$168K 0.06%
+650
114
$167K 0.06%
+5,051
115
$167K 0.06%
+2,636
116
$167K 0.06%
+6,607
117
$166K 0.06%
+1,080
118
$165K 0.06%
+1,878
119
$165K 0.06%
+2,286
120
$165K 0.06%
+1,064
121
$163K 0.06%
+3,154
122
$161K 0.06%
+3,228
123
$158K 0.06%
+1,300
124
$158K 0.06%
+3,016
125
$153K 0.06%
11,000