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
$233M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$3.81M
3
+$3.29M
4
RLY icon
SPDR SSGA Multi-Asset Real Return ETF
RLY
+$3.02M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.03M

Top Sells

1
+$4.03M
2
+$2.92M
3
+$2.46M
4
JPM icon
JPMorgan Chase
JPM
+$1.44M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.35M

Sector Composition

1 Technology 2.15%
2 Financials 1.74%
3 Consumer Discretionary 1.09%
4 Healthcare 0.91%
5 Real Estate 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.7M 11.5%
705,377
-35,563
2
$25.8M 11.08%
456,849
+58,310
3
$24.3M 10.44%
117,495
-11,914
4
$11.2M 4.82%
155,482
+8,751
5
$8.31M 3.57%
222,548
-2,024
6
$7.76M 3.34%
91,618
+790
7
$7.03M 3.02%
134,960
+2,200
8
$6.82M 2.93%
62,442
+38,810
9
$6.79M 2.92%
24,737
+7,408
10
$6.23M 2.68%
61,050
+15,305
11
$5.89M 2.53%
14,809
-79
12
$5.75M 2.47%
61,771
+460
13
$5.63M 2.42%
34,015
+3,517
14
$4.71M 2.03%
73,262
+5,994
15
$4.34M 1.87%
58,708
-645
16
$4.07M 1.75%
33,395
+972
17
$3.99M 1.72%
43,991
-4,569
18
$3.81M 1.64%
+50,286
19
$3.65M 1.57%
275,031
+23,021
20
$3.38M 1.45%
15,316
+509
21
$3.37M 1.45%
259,429
+16,432
22
$3.02M 1.3%
+113,363
23
$2.81M 1.21%
22,975
-691
24
$2.34M 1.01%
56,782
+2,006
25
$2.27M 0.98%
32,997
-2,608
1
2 3 4 5