BIG
Brookwood Investment Group Portfolio holdings
AUM
$830M
1-Year Est. Return
25.63%
This Fund
S&P 500
1 Year Est. Return
+25.63%
AUM
$620M
AUM Growth
+$38.3M
(+6.6%)
Holding
524
Top Buys
| 1 | +$5.9M | |
| 2 | +$4.7M | |
| 3 | +$4.7M | |
| 4 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$3.77M |
| 5 |
State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
|
+$3.31M |
Top Sells
| 1 | +$17M | |
| 2 | +$11.1M | |
| 3 | +$5.48M | |
| 4 |
First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF
DDIV
|
+$5.21M |
| 5 |
First Trust Long Duration Opportunities ETF
LGOV
|
+$4.53M |
Sector Composition
| 1 | Technology | 19.43% |
| 2 | Communication Services | 5.64% |
| 3 | Consumer Discretionary | 4.7% |
| 4 | Financials | 3.27% |
| 5 | Healthcare | 3.02% |