FGG
Financial Guidance Group Portfolio holdings
AUM
$206M
1-Year Est. Return
12.49%
1 Year Est. Return
+12.49%
AUM
$206M
AUM Growth
+$20.7M
(+11%)
Holding
84
Top Buys
| 1 | +$3.22M | |
| 2 | +$2.75M | |
| 3 | +$2.24M | |
| 4 |
Invesco S&P 500 Equal Weight Energy ETF
RSPG
|
+$1.72M |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$1.5M |
Top Sells
| 1 | +$3.35M | |
| 2 | +$1.94M | |
| 3 | +$1.85M | |
| 4 |
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
XTWO
|
+$1.44M |
| 5 |
GraniteShares Gold Shares
BAR
|
+$706K |
Sector Composition
| 1 | Technology | 2.46% |
| 2 | Financials | 0.78% |
| 3 | Consumer Discretionary | 0.53% |
| 4 | Industrials | 0.3% |
| 5 | Healthcare | 0.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Goldman Sachs
GS
$242B
| $248K | 0.12% |
+351
|
|
||
77
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.7B
| $247K | 0.12% |
+2,450
|
|
||
78
Invesco Dividend Achievers ETF
PFM
$746M
| $247K | 0.12% |
5,120
|
|
||
79
Vanguard S&P 500 ETF
VOO
$782B
| $235K | 0.11% |
413
|
|
||
80
KLA
KLAC
$163B
| $233K | 0.11% |
+260
|
|
||
81
Twilio
TWLO
$17.1B
| $227K | 0.11% |
+1,826
|
|
||
82
Vanguard FTSE Developed Markets ETF
VEA
$180B
| $207K | 0.1% |
+3,639
|
|
||
|
OXLC
83
Oxford Lane Capital
OXLC
$1.47B
| $142K | 0.07% |
33,924
+2,075
|
|
||
84
Alpha Tau Medical
DRTS
$339M
| $68.5K | 0.03% |
21,945
|
|