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
176
$83K 0.03%
+344
177
$82K 0.03%
+1,236
178
$82K 0.03%
+1,706
179
$78K 0.03%
+2,150
180
$78K 0.03%
+5,007
181
$77K 0.03%
+357
182
$77K 0.03%
+1,129
183
$76K 0.03%
+333
184
$75K 0.03%
+4,492
185
$74K 0.03%
+1,740
186
$73K 0.03%
+1,569
187
$72K 0.03%
+4,000
188
$71K 0.03%
+617
189
$71K 0.03%
+1,323
190
$70K 0.03%
+2,030
191
$69K 0.03%
+1,200
192
$66K 0.02%
+1,375
193
$64K 0.02%
+2,130
194
$64K 0.02%
+300
195
$60K 0.02%
+1,000
196
$60K 0.02%
+589
197
$59K 0.02%
+1,303
198
$58K 0.02%
+813
199
$58K 0.02%
+412
200
$57K 0.02%
+559
6 7
8
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