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
$116M
AUM Growth
+$3.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$1.36M
3
+$938K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$523K
5
GPN icon
Global Payments
GPN
+$457K

Top Sells

1
+$3.39M
2
+$1.7M
3
+$1.26M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$632K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$593K

Sector Composition

1 Technology 1.34%
2 Utilities 0.78%
3 Consumer Discretionary 0.76%
4 Financials 0.61%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$457K 0.39%
+4,728
27
$387K 0.33%
7,420
+606
28
$311K 0.27%
+2,520
29
$290K 0.25%
6,885
+216
30
$210K 0.18%
630
31
– –
-2,416
32
– –
-39,512
33
– –
-79,767
1
2