GFM
GEN Financial Management Portfolio holdings
AUM
$122M
This Quarter Return
-1.85%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$154M
AUM Growth
–
Cap. Flow
+$154M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
82.2%
Holding
56
New
56
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$27.9M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$25.9M |
| 3 |
Vanguard International Dividend Appreciation ETF
VIGI
|
$25.6M |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
$19.6M |
| 5 |
Pacer US Cash Cows 100 ETF
COWZ
|
$17.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 1.53% |
| 2 | Technology | 1.4% |
| 3 | Industrials | 1.17% |
| 4 | Financials | 0.94% |
| 5 | Consumer Discretionary | 0.3% |
