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
$261M
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$4.29M
3
+$4.29M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$4.02M
5
LSAF icon
LeaderShares AlphaFactor US Core Equity ETF
LSAF
+$3.45M

Top Sells

1
+$12.4M
2
+$3.85M
3
+$3.47M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.47M
5
IJH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$157K 0.06%
13,472
+124
127
$138K 0.05%
23,597
+134
128
$126K 0.05%
11,000
129
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4 5
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