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
$108M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$23.9M
2 +$19.1M
3 +$14.4M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$10.9M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$9.35M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 1.08%
2 Financials 0.56%
3 Utilities 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$289K 0.27%
+7,475
27
$201K 0.19%
+3,830