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
201
$56K 0.02%
+400
202
$55K 0.02%
+2,140
203
$54K 0.02%
+249
204
$54K 0.02%
+1,006
205
$53K 0.02%
+1,008
206
$52K 0.02%
+24
207
$51K 0.02%
+501
208
$51K 0.02%
+846
209
$51K 0.02%
+2,250
210
$50K 0.02%
+457
211
$50K 0.02%
+1,194
212
$49K 0.02%
+500
213
$48K 0.02%
+2,500
214
$47K 0.02%
+421
215
$47K 0.02%
+552
216
$46K 0.02%
587
-49,699
217
$46K 0.02%
+526
218
$45K 0.02%
+911
219
$45K 0.02%
+4,325
220
$44K 0.02%
5,000
-5,000
221
$44K 0.02%
+118
222
$44K 0.02%
+382
223
$44K 0.02%
+356
224
$44K 0.02%
+318
225
$43K 0.02%
+888
7 8
9
10 11