BIG
Bush Investment Group Portfolio holdings
AUM
$149M
This Quarter Return
+10.07%
1 Year Return
+13.79%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$108M
AUM Growth
–
Cap. Flow
+$108M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
86.04%
Holding
27
New
27
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$23.9M |
| 2 |
iShares Russell Top 200 Growth ETF
IWY
|
$19.1M |
| 3 |
Schwab International Equity ETF
SCHF
|
$14.4M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$10.9M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares US Infrastructure ETF
IFRA
$2.94B
| $289K | 0.27% |
+7,475
| New | +$289K |
|
27
BlackRock Flexible Income ETF
BINC
$11.6B
| $201K | 0.19% |
+3,830
| New | +$201K |
|