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
$253M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.93%
2 Financials 1.16%
3 Energy 0.82%
4 Consumer Discretionary 0.78%
5 Real Estate 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VDC icon
101
Vanguard Consumer Staples ETF
VDC
$7.46B
$261K 0.1%
1,365
+19
TSLA icon
102
Tesla
TSLA
$1.46T
$255K 0.1%
2,074
+586
PYPL icon
103
PayPal
PYPL
$64.4B
$249K 0.1%
3,498
-195
IAU icon
104
iShares Gold Trust
IAU
$64.3B
$247K 0.1%
7,132
-310
ADBE icon
105
Adobe
ADBE
$140B
$245K 0.1%
728
IWF icon
106
iShares Russell 1000 Growth ETF
IWF
$122B
$240K 0.09%
1,121
+5
SCHR icon
107
Schwab Intermediately-Term US Treasury ETF
SCHR
$11.6B
$238K 0.09%
9,656
-70
CCD
108
Calamos Dynamic Convertible & Income Fund
CCD
$580M
$230K 0.09%
11,238
+1
ADP icon
109
Automatic Data Processing
ADP
$114B
$226K 0.09%
948
ES icon
110
Eversource Energy
ES
$26.9B
$222K 0.09%
2,642
ORCL icon
111
Oracle
ORCL
$830B
$214K 0.08%
+2,614
LOW icon
112
Lowe's Companies
LOW
$137B
$202K 0.08%
+1,015
NZF icon
113
Nuveen Municipal Credit Income Fund
NZF
$2.41B
$201K 0.08%
16,651
RIV
114
RiverNorth Opportunities Fund
RIV
$317M
$201K 0.08%
16,328
IVZ icon
115
Invesco
IVZ
$10.2B
$187K 0.07%
10,404
+6
NAC icon
116
Nuveen California Quality Municipal Income Fund
NAC
$1.69B
$186K 0.07%
+16,791
VVR icon
117
Invesco Senior Income Trust
VVR
$499M
$161K 0.06%
42,055
+137
CHI
118
Calamos Convertible Opportunities and Income Fund
CHI
$850M
$158K 0.06%
15,000
IGD
119
Voya Global Equity Dividend and Premium Opportunity Fund
IGD
$463M
$94K 0.04%
17,366
-5,370
EXG icon
120
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.77B
$90.5K 0.04%
11,991
-7,179
SDIV icon
121
Global X SuperDividend ETF
SDIV
$960M
-7,674
XLRE icon
122
Real Estate Select Sector SPDR Fund
XLRE
$7.84B
-14,061
BME icon
123
BlackRock Health Sciences Trust
BME
$487M
-7,200
CRM icon
124
Salesforce
CRM
$231B
-1,495
EVV
125
Eaton Vance Limited Duration Income Fund
EVV
$1.15B
-13,771