FFG
Ford Financial Group Portfolio holdings
AUM
$2.36M
This Quarter Return
+1.3%
1 Year Return
-7.29%
3 Year Return
+47.66%
5 Year Return
+37.16%
10 Year Return
–
AUM
$137M
AUM Growth
+$137M
(+7.3%)
Cap. Flow
+$5M
Cap. Flow
% of AUM
3.64%
Top 10 Holdings %
Top 10 Hldgs %
84.47%
Holding
47
New
3
Increased
23
Reduced
5
Closed
7
Top Buys
| 1 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$15.1M |
| 2 |
iShares MSCI EAFE Value ETF
EFV
|
$3.54M |
| 3 |
Vanguard Small-Cap Value ETF
VBR
|
$3.49M |
| 4 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$2.28M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.91M |
Top Sells
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$15.2M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$3.59M |
| 3 |
Vanguard Small-Cap Growth ETF
VBK
|
$3.59M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$2.42M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$1.22M |
Sector Composition
| 1 | Financials | 1.28% |
| 2 | Technology | 0.58% |
| 3 | Consumer Discretionary | 0.22% |
| 4 | Real Estate | 0.18% |
| 5 | Energy | 0.18% |
