BG
Benedetti & Gucer Portfolio holdings
AUM
$201M
1-Year Est. Return
25.86%
1 Year Est. Return
+25.86%
AUM
$201M
AUM Growth
+$10.5M
(+5.5%)
Holding
153
Top Buys
| 1 | +$2.72M | |
| 2 | +$1.53M | |
| 3 | +$1.06M | |
| 4 |
VanEck Inflation Allocation ETF
RAAX
|
+$709K |
| 5 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
+$704K |
Top Sells
| 1 | +$4.48M | |
| 2 | +$2.78M | |
| 3 | +$1.66M | |
| 4 |
Tesla
TSLA
|
+$1.22M |
| 5 |
Merck
MRK
|
+$530K |
Sector Composition
| 1 | Technology | 10.59% |
| 2 | Consumer Staples | 3.82% |
| 3 | Consumer Discretionary | 3.36% |
| 4 | Energy | 3.35% |
| 5 | Financials | 3.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
United States Natural Gas Fund
UNG
$538M
| – | – |
-5,531
|
|
||
|
URG
152
Ur-Energy
URG
$587M
| – | – |
-21,000
|
|