BIG

Bush Investment Group Portfolio holdings

AUM $169M
1-Year Est. Return 16.25%
This Quarter Est. Return
1 Year Est. Return
+16.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$1.87M
3
+$1.77M
4
XTEN icon
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
+$889K
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$878K

Top Sells

1
+$1.24M
2
+$590K
3
+$561K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$418K
5
IFRA icon
iShares US Infrastructure ETF
IFRA
+$351K

Sector Composition

1 Technology 1.18%
2 Financials 0.86%
3 Utilities 0.81%
4 Consumer Discretionary 0.71%
5 Industrials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$889K 0.67%
+19,085
27
$878K 0.66%
+19,078
28
$661K 0.5%
12,628
+502
29
$485K 0.37%
+13,376
30
$418K 0.31%
4,269
-1
31
$345K 0.26%
5,877
-459
32
$271K 0.2%
2,501
-20
33
$256K 0.19%
+2,821
34
$242K 0.18%
5,792
-240
35
$208K 0.16%
630
36
– –
-6,428
37
– –
-7,575
38
– –
-630
1
2