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
$125M
AUM Growth
+$8.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$502K
3
+$402K
4
BAC icon
Bank of America
BAC
+$239K
5
BINC icon
BlackRock Flexible Income ETF
BINC
+$222K

Top Sells

1
+$712K
2
+$478K
3
+$386K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$246K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$99.8K

Sector Composition

1 Technology 1.33%
2 Financials 0.91%
3 Consumer Discretionary 0.87%
4 Utilities 0.84%
5 Industrials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$473K 0.38%
4,622
-106
27
$342K 0.27%
7,277
+392
28
$306K 0.24%
2,520
29
$246K 0.2%
630
30
$239K 0.19%
+6,032
31
$204K 0.16%
+630
32
– –
-13,455
1
2