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GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management Portfolio holdings
AUM
$400M
1-Year Est. Return
14.87%
This Fund
S&P 500
1 Year Est. Return
+14.87%
AUM
$277M
AUM Growth
+$1.36M
(+0.49%)
Holding
449
Top Buys
| 1 | +$1.26M | |
| 2 | +$750K | |
| 3 | +$269K | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$200K |
| 5 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$198K |
Top Sells
| 1 | +$403K | |
| 2 | +$176K | |
| 3 | +$122K | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$111K |
| 5 |
FFWM
First Foundation Inc
FFWM
|
+$83.9K |
Sector Composition
| 1 | Financials | 3.52% |
| 2 | Technology | 3.5% |
| 3 | Utilities | 2.36% |
| 4 | Communication Services | 1.79% |
| 5 | Industrials | 1.65% |