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
$128M
AUM Growth
-$4.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1 +$3.82M
2 +$2.12M
3 +$575K
4
CRF
Cornerstone Total Return Fund
CRF
+$524K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$487K

Sector Composition

1 Financials 1.02%
2 Technology 0.5%
3 Consumer Discretionary 0.2%
4 Real Estate 0.19%
5 Energy 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-245
202
-24
203
-100
204
-57
205
-465
206
-411
207
-1,277
208
-187
209
-4,000
210
-188
211
-399
212
-33
213
-120
214
-703
215
-44
216
-50
217
-41
218
-110
219
-212
220
-75
221
-200
222
-34
223
-161
224
-1,588
225
-58