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
$240M
AUM Growth
-$5.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.3M
3
+$4.72M
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$4.37M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.46M

Top Sells

1
+$12.6M
2
+$4.98M
3
+$4.45M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$3.56M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.18M

Sector Composition

1 Technology 2.07%
2 Financials 1.12%
3 Consumer Discretionary 0.9%
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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128
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129
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-37,613
130
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-3,046
131
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132
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-26,806
133
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134
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-4,835
135
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136
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-11,500
137
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-210,138
138
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-23,087
139
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-5,856
2 3 4 5
6