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
201
$63 0.01%
+300
202
$62 0.01%
+400
203
$61 0.01%
+2,000
204
$60 0.01%
+455
205
$60 0.01%
+559
206
$60 0.01%
+4,325
207
$59 0.01%
+1,006
208
$57 0.01%
+24
209
$56 0.01%
+249
210
$55 0.01%
+849
211
$55 0.01%
+1,027
212
$52 0.01%
+2,500
213
$52 0.01%
+500
214
$51 0.01%
+77
215
$50 0.01%
+463
216
$50 0.01%
+1,755
217
$48 0.01%
+1,129
218
$48 0.01%
+888
219
$48 0.01%
+1,650
220
$47 0.01%
+600
221
$47 0.01%
+245
222
$47 0.01%
+553
223
$45 0.01%
+911
224
$45 0.01%
+526
225
$44 0.01%
+382
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