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
$133M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$32.3M
2
+$20.5M
3
+$13.3M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.02M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$5.27M

Top Sells

No sells this quarter

Sector Composition

1 Financials 1.67%
2 Technology 0.81%
3 Real Estate 0.66%
4 Industrials 0.65%
5 Consumer Discretionary 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.3M 24.31%
+229,562
2
$20.5M 15.41%
+654,027
3
$13.3M 9.98%
+388,922
4
$6.02M 4.53%
+101,505
5
$5.27M 3.97%
+84,496
6
$4.91M 3.7%
+36,397
7
$3.9M 2.94%
+48,054
8
$3.78M 2.85%
+23,026
9
$3.44M 2.59%
+30,223
10
$3.42M 2.58%
+47,297
11
$3.16M 2.38%
+81,435
12
$3.03M 2.28%
+34,772
13
$2.76M 2.08%
+40,634
14
$2.25M 1.69%
+40,441
15
$2.01M 1.51%
+42,457
16
$1.74M 1.31%
+30,836
17
$1.46M 1.1%
+13,183
18
$1.22M 0.92%
+7,853
19
$962K 0.72%
+10,648
20
$825K 0.62%
+19,561
21
$707K 0.53%
+59,550
22
$640K 0.48%
+6,141
23
$632K 0.48%
+13,024
24
$598K 0.45%
+13,732
25
$479K 0.36%
+2,948
1
2 3 4 5