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
$128M
AUM Growth
+$3.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$904K
3
+$321K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$206K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$186K

Top Sells

1
+$337K
2
+$332K
3
+$324K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$191K
5
LOW icon
Lowe's Companies
LOW
+$94.5K

Sector Composition

1 Technology 1.41%
2 Financials 0.86%
3 Utilities 0.74%
4 Industrials 0.72%
5 Consumer Discretionary 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$561K 0.44%
6,428
+555
27
$478K 0.37%
4,270
-352
28
$369K 0.29%
6,336
-3,282
29
$351K 0.27%
7,575
+298
30
$338K 0.26%
2,521
+1
31
$265K 0.21%
6,032
32
$229K 0.18%
630
33
$220K 0.17%
630
1
2