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
$775M
AUM Growth
+$154M
(+25%)
Holding
553
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 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$4.48M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
551
Wells Fargo
WFC
$236B
| – | – |
-7,758
|
|
||
552
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.1B
| – | – |
-4,102
|
|
||
553
Invesco S&P SmallCap Momentum ETF
XSMO
$2.2B
| – | – |
-7,835
|
|