FFG

Ford Financial Group Portfolio holdings

AUM $2.36M
1-Year Est. Return 7.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-7.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
-$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Sells

1 +$4.64M
2 +$4.27M
3 +$2.14M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.26M
5
BND icon
Vanguard Total Bond Market
BND
+$976K

Sector Composition

1 Technology 1.97%
2 Financials 1.09%
3 Consumer Discretionary 0.77%
4 Real Estate 0.71%
5 Energy 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
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128
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129
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130
-83,312
131
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132
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133
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134
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135
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136
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138
-1,015
139
-150,549
140
-4,156