FFG
Ford Financial Group Portfolio holdings
AUM
$2.36M
This Quarter Return
+18.27%
1 Year Return
-7.29%
3 Year Return
+47.66%
5 Year Return
+37.16%
10 Year Return
–
AUM
$180M
AUM Growth
+$180M
(+20%)
Cap. Flow
+$3.87M
Cap. Flow
% of AUM
2.15%
Top 10 Holdings %
Top 10 Hldgs %
62.99%
Holding
100
New
8
Increased
40
Reduced
27
Closed
7
Top Buys
| 1 |
Vanguard Mega Cap Growth ETF
MGK
|
$3.79M |
| 2 |
iShares Gold Trust
IAU
|
$1.08M |
| 3 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$913K |
| 4 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$675K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$417K |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$3.01M |
| 2 |
Amazon
AMZN
|
$620K |
| 3 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$382K |
| 4 |
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
|
$254K |
| 5 |
American Express
AXP
|
$224K |
Sector Composition
| 1 | Financials | 2.53% |
| 2 | Technology | 2.03% |
| 3 | Healthcare | 1.1% |
| 4 | Real Estate | 1.03% |
| 5 | Energy | 0.96% |
