FFG

Ford Financial Group Portfolio holdings

AUM $2.36M
1-Year Return 7.29%
This Quarter Return
+4.47%
1 Year Return
-7.29%
3 Year Return
+47.66%
5 Year Return
+37.16%
10 Year Return
AUM
$504K
AUM Growth
-$259M
Cap. Flow
+$14K
Cap. Flow %
2.78%
Top 10 Hldgs %
71%
Holding
550
New
444
Increased
43
Reduced
47
Closed
1
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CL icon
151
Colgate-Palmolive
CL
$68.8B
$118 0.02%
+1,390
New +$118
NAC icon
152
Nuveen California Quality Municipal Income Fund
NAC
$1.65B
$118 0.02%
+7,591
New +$118
GLD icon
153
SPDR Gold Trust
GLD
$112B
$117 0.02%
+685
New +$117
XLV icon
154
Health Care Select Sector SPDR Fund
XLV
$34B
$114 0.02%
+815
New +$114
PG icon
155
Procter & Gamble
PG
$375B
$112 0.02%
+685
New +$112
BMY icon
156
Bristol-Myers Squibb
BMY
$96B
$110 0.02%
+1,768
New +$110
SPLV icon
157
Invesco S&P 500 Low Volatility ETF
SPLV
$7.99B
$110 0.02%
+1,602
New +$110
BSRR icon
158
Sierra Bancorp
BSRR
$412M
$108 0.02%
+4,000
New +$108
SBUX icon
159
Starbucks
SBUX
$97.1B
$107 0.02%
+916
New +$107
DGRW icon
160
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.3B
$101 0.02%
+1,538
New +$101
T icon
161
AT&T
T
$212B
$101 0.02%
5,464
-14,053
-72% -$260
XLK icon
162
Technology Select Sector SPDR Fund
XLK
$84.1B
$99 0.02%
+571
New +$99
MS icon
163
Morgan Stanley
MS
$236B
$98 0.02%
+1,000
New +$98
MSI icon
164
Motorola Solutions
MSI
$79.8B
$96 0.02%
+357
New +$96
FTCS icon
165
First Trust Capital Strength ETF
FTCS
$8.49B
$94 0.02%
+1,117
New +$94
MRK icon
166
Merck
MRK
$212B
$94 0.02%
+1,232
New +$94
VB icon
167
Vanguard Small-Cap ETF
VB
$67.2B
$94 0.02%
+420
New +$94
CMCSA icon
168
Comcast
CMCSA
$125B
$93 0.02%
+1,857
New +$93
XLI icon
169
Industrial Select Sector SPDR Fund
XLI
$23.1B
$93 0.02%
+879
New +$93
AMGN icon
170
Amgen
AMGN
$153B
$92 0.02%
+409
New +$92
HYD icon
171
VanEck High Yield Muni ETF
HYD
$3.33B
$91 0.02%
+1,472
New +$91
SPHQ icon
172
Invesco S&P 500 Quality ETF
SPHQ
$15.1B
$90 0.02%
+1,700
New +$90
NVG icon
173
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.56B
$89 0.02%
+5,000
New +$89
TSM icon
174
TSMC
TSM
$1.26T
$89 0.02%
+740
New +$89
EPC icon
175
Edgewell Personal Care
EPC
$1.09B
$88 0.02%
+1,940
New +$88