GFM
GEN Financial Management Portfolio holdings
AUM
$116M
1-Year Est. Return
7.72%
1 Year Est. Return
+7.72%
AUM
$122M
AUM Growth
-$25.3M
(-17%)
Holding
52
Top Buys
| 1 | +$2.41M | |
| 2 | +$1.55M | |
| 3 | +$1.51M | |
| 4 |
Dimensional International Small Cap ETF
DFIS
|
+$1.47M |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
+$250K |
Top Sells
| 1 | +$8.39M | |
| 2 | +$8.3M | |
| 3 | +$7.42M | |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$6.54M |
| 5 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$4.69M |
Sector Composition
| 1 | Financials | 1.06% |
| 2 | Technology | 0.78% |
| 3 | Industrials | 0.56% |
| 4 | Healthcare | 0.2% |
| 5 | Consumer Discretionary | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
BlackRock Flexible Income ETF
BINC
$12.6B
| – | – |
-6,594
|
|
||
52
Accenture
ACN
$155B
| – | – |
-666
|
|