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
176
$87 0.02%
+5,508
177
$87 0.02%
+659
178
$87 0.02%
+1,016
179
$86 0.02%
+4,000
180
$85 0.02%
1,681
-4,367
181
$82 0.02%
+975
182
$80 0.02%
+300
183
$79 0.02%
+3,240
184
$79 0.02%
+1,562
185
$78 0.02%
+5,000
186
$77 0.02%
+4,000
187
$74 0.01%
+1,266
188
$74 0.01%
+1,120
189
$72 0.01%
+4,492
190
$71 0.01%
+1,375
191
$71 0.01%
+307
192
$70 0.01%
+617
193
$69 0.01%
+1,740
194
$69 0.01%
+1,200
195
$68 0.01%
+2,140
196
$68 0.01%
+1,000
197
$65 0.01%
+2,168
198
$65 0.01%
+1,337
199
$65 0.01%
+1,323
200
$64 0.01%
+501
6 7
8
9 10