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
$504K
AUM Growth
-$259M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$1.96K
2
+$1.2K
3
+$585
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$574
5
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$425

Top Sells

1
+$1.59K
2
+$1.16K
3
+$902
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$726
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$578

Sector Composition

1 Industrials 42.71%
2 Technology 1.62%
3 Financials 0.98%
4 Consumer Discretionary 0.72%
5 Real Estate 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$118 0.02%
+1,390
152
$118 0.02%
+7,591
153
$117 0.02%
+685
154
$114 0.02%
+815
155
$112 0.02%
+685
156
$110 0.02%
+1,768
157
$110 0.02%
+1,602
158
$108 0.02%
+4,000
159
$107 0.02%
+916
160
$101 0.02%
+1,538
161
$101 0.02%
5,464
-14,053
162
$99 0.02%
+571
163
$98 0.02%
+1,000
164
$96 0.02%
+357
165
$94 0.02%
+1,117
166
$94 0.02%
+1,232
167
$94 0.02%
+420
168
$93 0.02%
+1,857
169
$93 0.02%
+879
170
$92 0.02%
+409
171
$91 0.02%
+1,472
172
$90 0.02%
+1,700
173
$89 0.02%
+5,000
174
$89 0.02%
+740
175
$88 0.02%
+1,940
5 6
7
8 9