BIG
Bush Investment Group Portfolio holdings
AUM
$179M
1-Year Est. Return
17.95%
This Fund
S&P 500
1 Year Est. Return
+17.95%
AUM
$179M
AUM Growth
+$9.95M
(+5.9%)
Holding
40
Top Buys
| 1 | +$6.35M | |
| 2 | +$1.35M | |
| 3 | +$711K | |
| 4 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$593K |
| 5 |
Schwab International Equity ETF
SCHF
|
+$409K |
Top Sells
| 1 | +$2.04M | |
| 2 | +$360K | |
| 3 | +$353K | |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
+$337K |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$271K |
Sector Composition
| 1 | Technology | 1.17% |
| 2 | Utilities | 0.76% |
| 3 | Financials | 0.69% |
| 4 | Consumer Discretionary | 0.42% |
| 5 | Industrials | 0.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Avantis Emerging Markets Equity ETF
AVEM
$20.3B
| $1.51M | 0.84% |
19,555
+9,288
|
|
||
27
Southern Company
SO
$105B
| $1.37M | 0.76% |
15,661
+40
|
|
||
28
iShares MBS ETF
MBB
$38.7B
| $1.28M | 0.72% |
13,431
+135
|
|
||
29
iShares Core International Aggregate Bond Fund
IAGG
$12.4B
| $915K | 0.51% |
18,297
+502
|
|
||
30
Aflac
AFL
$55.1B
| $910K | 0.51% |
8,250
+43
|
|
||
31
BlackRock Flexible Income ETF
BINC
$17.2B
| $806K | 0.45% |
15,277
+266
|
|
||
32
Lowe's Companies
LOW
$131B
| $753K | 0.42% |
3,122
-179
|
|
||
33
NVIDIA
NVDA
$4.27T
| $501K | 0.28% |
2,687
+138
|
|
||
34
iShares Core S&P 500 ETF
IVV
$682B
| $365K | 0.2% |
+533
|
|
||
35
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.5B
| $325K | 0.18% |
3,374
+78
|
|
||
36
Global Payments
GPN
$19.9B
| $325K | 0.18% |
4,194
|
|
||
37
Bank of America
BAC
$341B
| $319K | 0.18% |
5,792
|
|
||
38
SPDR Gold Trust
GLD
$150B
| $207K | 0.12% |
+522
|
|
||
|
39
Vanguard Short-Term Treasury ETF
VGSH
$27.8B
| – | – |
-4,601
|
|
||
40
iShares MSCI EAFE Growth ETF
EFG
$13.9B
| – | – |
-3,157
|
|