BIG

Bush Investment Group Portfolio holdings

AUM $149M
1-Year Est. Return 13.79%
This Quarter Est. Return
1 Year Est. Return
+13.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$2.48M
3
+$2.21M
4
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$1.6M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.44M

Top Sells

1
+$3.41M
2
+$2.76M
3
+$1.47M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.23M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$945K

Sector Composition

1 Technology 1.08%
2 Financials 0.76%
3 Utilities 0.68%
4 Consumer Discretionary 0.58%
5 Industrials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPMO icon
26
Invesco S&P 500 Momentum ETF
SPMO
$16.9B
$1.13M 0.76%
10,044
+145
SO icon
27
Southern Company
SO
$104B
$1.02M 0.68%
11,085
-650
LOW icon
28
Lowe's Companies
LOW
$134B
$870K 0.58%
3,921
-109
AFL icon
29
Aflac
AFL
$57.3B
$861K 0.58%
8,163
+46
IAGG icon
30
iShares Core International Aggregate Bond Fund
IAGG
$11.2B
$824K 0.55%
+16,122
BINC icon
31
BlackRock Flexible Income ETF
BINC
$12.6B
$694K 0.47%
13,125
+497
NVDA icon
32
NVIDIA
NVDA
$4.93T
$403K 0.27%
2,549
+48
GPN icon
33
Global Payments
GPN
$18.9B
$336K 0.23%
4,194
-75
EMB icon
34
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15.1B
$274K 0.18%
2,964
+143
BAC icon
35
Bank of America
BAC
$392B
$274K 0.18%
5,792
VGSH icon
36
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
$270K 0.18%
4,601
-1,276
CAT icon
37
Caterpillar
CAT
$270B
– –
-630
EMXC icon
38
iShares MSCI Emerging Markets ex China ETF
EMXC
$14.2B
– –
-22,323
HEFA icon
39
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.73B
– –
-13,376
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