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
$246M
AUM Growth
-$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$5.04M
3
+$4.25M
4
DYLD icon
LeaderShares Dynamic Yield ETF
DYLD
+$3.31M
5
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$2.52M

Top Sells

1
+$4.64M
2
+$4.27M
3
+$1.95M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.14M
5
BND icon
Vanguard Total Bond Market
BND
+$965K

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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127
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130
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132
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-2,900
133
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135
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136
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137
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138
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139
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-4,660
140
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2 3 4 5
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