FFG
Ford Financial Group Portfolio holdings
AUM
$2.36M
1-Year Return
7.29%
This Quarter Return
+5.84%
1 Year Return
-7.29%
3 Year Return
+47.66%
5 Year Return
+37.16%
10 Year Return
–
AUM
$268M
AUM Growth
+$35.8M
(+15%)
Cap. Flow
+$22.8M
Cap. Flow
% of AUM
8.48%
Top 10 Holdings %
Top 10 Hldgs %
52.06%
Holding
620
New
520
Increased
39
Reduced
40
Closed
–
Top Buys
Top Sells
| 1 |
WisdomTree US Efficient Core Fund
NTSX
|
$6.58M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$3.89M |
| 3 |
Invesco QQQ Trust
QQQ
|
$851K |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$753K |
| 5 |
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% |
