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
$246M
AUM Growth
-$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$5.04M
3
+$4.25M
4
DYLD icon
LeaderShares Dynamic Yield ETF
DYLD
+$3.31M
5
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$2.52M

Top Sells

1
+$4.64M
2
+$4.27M
3
+$1.95M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.14M
5
BND icon
Vanguard Total Bond Market
BND
+$965K

Sector Composition

1 Technology 1.97%
2 Financials 1.09%
3 Consumer Discretionary 0.77%
4 Real Estate 0.71%
5 Energy 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$244K 0.1%
1,116
+336
102
$244K 0.1%
1,347
-55
103
$243K 0.1%
889
+1
104
$240K 0.1%
11,237
105
$229K 0.09%
16,249
+2,472
106
$228K 0.09%
3,046
107
$224K 0.09%
57,809
-27,797
108
$223K 0.09%
2,642
109
$223K 0.09%
2,817
+32
110
$223K 0.09%
9,703
+47
111
$210K 0.09%
+17,591
112
$209K 0.09%
16,651
+4,651
113
$207K 0.08%
7,447
+214
114
$182K 0.07%
11,925
115
$180K 0.07%
10,938
116
$167K 0.07%
10,367
+28
117
$160K 0.07%
15,000
118
$145K 0.06%
18,916
+238
119
$140K 0.06%
13,619
+147
120
$130K 0.05%
23,740
+143
121
$117K 0.05%
+11,500
122
– –
-923
123
– –
-2,158
124
– –
-5,005
125
– –
-11,000
2 3 4
5
6