FFG
Ford Financial Group Portfolio holdings
AUM
$2.36M
1-Year Return
7.29%
This Quarter Return
-3.92%
1 Year Return
-7.29%
3 Year Return
+47.66%
5 Year Return
+37.16%
10 Year Return
–
AUM
$261M
AUM Growth
+$260M
(+51,720%)
Cap. Flow
+$8.98M
Cap. Flow
% of AUM
3.44%
Top 10 Holdings %
Top 10 Hldgs %
53.08%
Holding
565
New
16
Increased
63
Reduced
37
Closed
436
Top Buys
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$12.4M |
| 2 |
Invesco QQQ Trust
QQQ
|
$3.85M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$3.47M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$3.47M |
| 5 |
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% |
