GFG

Genesis Financial Group Portfolio holdings

AUM $172M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$11.8M
2 +$11M
3 +$10.8M
4
AMZN icon
Amazon
AMZN
+$8.11M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.29M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.22%
2 Consumer Discretionary 12.5%
3 Financials 9.07%
4 Communication Services 8.06%
5 Healthcare 3.28%