BIG
Bush Investment Group Portfolio holdings
AUM
$169M
1-Year Est. Return
16.25%
1 Year Est. Return
+16.25%
AUM
$169M
AUM Growth
+$19.8M
(+13%)
Holding
38
Top Buys
| 1 | +$5.09M | |
| 2 | +$3.35M | |
| 3 | +$1.86M | |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
+$1.68M |
| 5 |
Schwab International Equity ETF
SCHF
|
+$1.58M |
Top Sells
| 1 | +$4.79M | |
| 2 | +$1.22M | |
| 3 | +$1.21M | |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
+$758K |
| 5 |
iShares Core Universal USD Bond ETF
IUSB
|
+$390K |
Sector Composition
| 1 | Technology | 1.16% |
| 2 | Utilities | 0.88% |
| 3 | Financials | 0.72% |
| 4 | Consumer Discretionary | 0.49% |
| 5 | Industrials | 0.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Invesco S&P 500 Momentum ETF
SPMO
$12.9B
| $1.25M | 0.74% |
10,327
+283
|
|
||
27
Aflac
AFL
$57.9B
| $917K | 0.54% |
8,207
+44
|
|
||
28
iShares Core International Aggregate Bond Fund
IAGG
$11.3B
| $912K | 0.54% |
17,795
+1,673
|
|
||
29
Lowe's Companies
LOW
$139B
| $830K | 0.49% |
3,301
-620
|
|
||
30
BlackRock Flexible Income ETF
BINC
$14.6B
| $799K | 0.47% |
15,011
+1,886
|
|
||
31
Avantis Emerging Markets Equity ETF
AVEM
$15B
| $771K | 0.46% |
+10,267
|
|
||
32
NVIDIA
NVDA
$4.23T
| $476K | 0.28% |
2,549
|
|
||
33
iShares MSCI EAFE Growth ETF
EFG
$9.23B
| $360K | 0.21% |
3,157
-10,709
|
|
||
34
Global Payments
GPN
$19.4B
| $348K | 0.21% |
4,194
|
|
||
35
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.5B
| $314K | 0.19% |
3,296
+332
|
|
||
36
Bank of America
BAC
$396B
| $299K | 0.18% |
5,792
|
|
||
37
Vanguard Short-Term Treasury ETF
VGSH
$25.3B
| $271K | 0.16% |
4,601
|
|
||
38
iShares US Technology ETF
IYW
$20.6B
| – | – |
-6,979
|
|