BIG

Brookwood Investment Group Portfolio holdings

AUM $784M
1-Year Est. Return 29.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$775M
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$11.5M
3
+$11.2M
4
KSPY
KraneShares Hedgeye Hedged Equity Index ETF
KSPY
+$9.64M
5
HFEQ
Unlimited HFEQ Equity Long/Short ETF
HFEQ
+$9.6M

Top Sells

1
+$10.9M
2
+$6.06M
3
+$4.98M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.48M
5
NVDA icon
NVIDIA
NVDA
+$4.23M

Sector Composition

1 Technology 18.42%
2 Communication Services 5.88%
3 Consumer Discretionary 3.83%
4 Financials 3.3%
5 Industrials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$227K 0.03%
6,341
-599
427
$227K 0.03%
2,827
-114
428
$227K 0.03%
4,468
+28
429
$227K 0.03%
928
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430
$226K 0.03%
+2,464
431
$223K 0.03%
+3,340
432
$222K 0.03%
+1,579
433
$221K 0.03%
5,643
-300
434
$221K 0.03%
4,141
435
$221K 0.03%
3,059
436
$221K 0.03%
1,967
-4,863
437
$220K 0.03%
+4,209
438
$220K 0.03%
+4,282
439
$220K 0.03%
1,303
-1,840
440
$218K 0.03%
+3,048
441
$217K 0.03%
2,160
-1,805
442
$217K 0.03%
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443
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444
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612
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445
$214K 0.03%
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446
$213K 0.03%
5,910
447
$213K 0.03%
+2,753
448
$212K 0.03%
7,288
+23
449
$212K 0.03%
17,722
+3,353
450
$212K 0.03%
17,507
+610
16 17
18
19 20