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
$268M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$4.07M
3
+$3.96M
4
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$992K
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$896K

Top Sells

1
+$6.58M
2
+$3.89M
3
+$851K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$753K
5
TDOC icon
Teladoc Health
TDOC
+$718K

Sector Composition

1 Technology 2.66%
2 Financials 2.09%
3 Consumer Discretionary 1.28%
4 Real Estate 1.01%
5 Industrials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$105K 0.04%
+1,857
152
$103K 0.04%
+3,600
153
$102K 0.04%
+419
154
$102K 0.04%
+916
155
$102K 0.04%
+814
156
$101K 0.04%
+4,000
157
$100K 0.04%
+200
158
$98K 0.04%
+6,535
159
$97K 0.04%
+323
160
$97K 0.04%
+1,605
161
$97K 0.04%
+657
162
$96K 0.04%
+800
163
$96K 0.04%
+426
164
$95K 0.04%
+1,300
165
$95K 0.04%
+1,232
166
$95K 0.04%
+709
167
$94K 0.04%
+3,900
168
$93K 0.03%
+2,140
169
$91K 0.03%
+1,538
170
$89K 0.03%
+5,508
171
$89K 0.03%
+5,000
172
$89K 0.03%
+871
173
$88K 0.03%
+659
174
$86K 0.03%
+1,016
175
$83K 0.03%
+1,111
5 6
7
8 9