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
SPDR Blackstone Senior Loan ETF
SRLN
+$574
5
RLY icon
SPDR SSGA 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
1
$214K 42.4%
1,438
2
$32.2K 6.4%
444,539
+27,063
3
$29.4K 5.84%
699,702
-37,941
4
$26.9K 5.34%
111,476
+4,951
5
$16.1K 3.21%
216,377
-1,381
6
$8.06K 1.6%
69,920
+52
7
$7.93K 1.58%
28,161
+90
8
$7.9K 1.57%
64,571
+181
9
$7.87K 1.56%
16,579
-236
10
$7.63K 1.51%
15,994
+738
11
$7.62K 1.51%
134,620
-5,840
12
$7.22K 1.43%
85,158
-13,683
13
$6.92K 1.37%
38,688
+811
14
$5.68K 1.13%
14,282
-44
15
$5.2K 1.03%
56,104
-7,831
16
$4.73K 0.94%
40,939
-4,999
17
$4.58K 0.91%
56,604
-3,163
18
$4.55K 0.9%
31,289
-2,868
19
$4.54K 0.9%
75,765
-3,840
20
$4.51K 0.9%
167,057
+15,740
21
$4.47K 0.89%
17,542
+43
22
$4.32K 0.86%
84,134
+4,696
23
$4.23K 0.84%
300,536
+6,313
24
$4.02K 0.8%
22,645
-243
25
$3.87K 0.77%
287,324
+4,581
1
2 3 4 5