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
$504K
AUM Growth
-$259M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$1.96K
2
+$1.2K
3
+$585
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$574
5
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$425

Top Sells

1
+$1.59K
2
+$1.16K
3
+$902
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$726
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$578

Sector Composition

1 Industrials 42.71%
2 Technology 1.62%
3 Financials 0.98%
4 Consumer Discretionary 0.72%
5 Real Estate 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$145 0.03%
23,463
+128
127
$143 0.03%
+1,460
128
$142 0.03%
3,212
-1,783
129
$141 0.03%
+980
130
$140 0.03%
+2,957
131
$139 0.03%
+2,390
132
$139 0.03%
+2,228
133
$138 0.03%
+2,858
134
$137 0.03%
+1,161
135
$136 0.03%
+465
136
$134 0.03%
+584
137
$134 0.03%
+1,767
138
$133 0.03%
+200
139
$132 0.03%
+2,973
140
$129 0.03%
1,300
-1,291
141
$129 0.03%
+1,125
142
$128 0.03%
+1,103
143
$127 0.03%
+3,877
144
$127 0.03%
+8,007
145
$126 0.03%
+2,469
146
$125 0.02%
+1,549
147
$124 0.02%
+529
148
$124 0.02%
+450
149
$124 0.02%
+1,285
150
$120 0.02%
+323
4 5
6
7 8