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
$246M
AUM Growth
-$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$5.04M
3
+$4.25M
4
DYLD icon
LeaderShares Dynamic Yield ETF
DYLD
+$3.31M
5
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$2.52M

Top Sells

1
+$4.64M
2
+$4.27M
3
+$1.95M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.14M
5
BND icon
Vanguard Total Bond Market
BND
+$965K

Sector Composition

1 Technology 1.97%
2 Financials 1.09%
3 Consumer Discretionary 0.77%
4 Real Estate 0.71%
5 Energy 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.1M 11.04%
737,123
+8,791
2
$27M 10.97%
515,924
+30,511
3
$22.4M 9.13%
118,942
+4,483
4
$13.6M 5.52%
321,825
+309,947
5
$12.1M 4.93%
195,499
+18,466
6
$6.17M 2.51%
41,165
+239
7
$5.45M 2.21%
53,610
-446
8
$5.04M 2.05%
+104,413
9
$4.5M 1.83%
56,750
-14,454
10
$4.41M 1.8%
58,792
+1,546
11
$4.32M 1.76%
146,255
+21,968
12
$4.25M 1.73%
+88,628
13
$4.25M 1.73%
31,664
+778
14
$3.96M 1.61%
20,089
-9,892
15
$3.71M 1.51%
9,842
-283
16
$3.56M 1.45%
210,138
+4,158
17
$3.43M 1.4%
124,714
+18,282
18
$3.31M 1.35%
+147,021
19
$3.06M 1.24%
22,368
-432
20
$3.01M 1.22%
356,078
+37,455
21
$2.9M 1.18%
64,030
-12,225
22
$2.8M 1.14%
343,207
+37,785
23
$2.78M 1.13%
99,809
+15,555
24
$2.74M 1.11%
7,229
-1,126
25
$2.73M 1.11%
36,289
-12,818
1
2 3 4 5