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
$261M
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Sells

1 +$12.4M
2 +$3.85M
3 +$3.47M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.47M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.13M

Sector Composition

1 Technology 2.61%
2 Financials 1.43%
3 Consumer Discretionary 1.03%
4 Real Estate 0.83%
5 Energy 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$258K 0.1%
5,206
+11
102
$256K 0.1%
3,046
103
$252K 0.1%
11,925
104
$248K 0.1%
7,233
+166
105
$246K 0.09%
4,832
+34
106
$242K 0.09%
2,785
+9
107
$238K 0.09%
10,339
+24
108
$238K 0.09%
10,938
-766
109
$232K 0.09%
2,642
110
$232K 0.09%
9,656
+4
111
$230K 0.09%
2,900
-1,615
112
$223K 0.09%
2,065
+962
113
$222K 0.09%
7,672
114
$220K 0.08%
13,777
+1,097
115
$216K 0.08%
780
+1
116
$212K 0.08%
+5,512
117
$211K 0.08%
2,562
-86
118
$210K 0.08%
923
119
$206K 0.08%
5,005
+1,793
120
$206K 0.08%
1,573
-117
121
$205K 0.08%
1,015
122
$203K 0.08%
1,460
+480
123
$198K 0.08%
15,000
124
$181K 0.07%
18,678
+204
125
$175K 0.07%
12,000