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GFG Capital Portfolio holdings

AUM $363M
1-Year Est. Return 45.53%
This Fund
S&P 500
This Quarter Est. Return
+9.9%
1 Year Est. Return
+45.53%
3 Year Est. Return
+128.33%
5 Year Est. Return
+129.53%
10 Year Est. Return
AUM
$233M
AUM Growth
Cap. Flow
+$222M
Cap. Flow %
95.32%
Top 10 Hldgs %
65.42%
Holding
74
New
74
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 11.42%
2 Technology 9.11%
3 Communication Services 6.92%
4 Consumer Discretionary 6.88%
5 Industrials 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GSLC icon
1
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.4B
$30.4M 13.07%
+470,801
New +$29.2M
GSIE icon
2
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.9B
$26.1M 11.19%
+861,643
New +$25.2M
VOO icon
3
Vanguard S&P 500 ETF
VOO
$979B
$18.9M 8.1%
+63,798
New +$18M
IJR icon
4
iShares Core S&P Small-Cap ETF
IJR
$110B
$15.3M 6.58%
+182,808
New +$14.7M
AAPL icon
5
Apple
AAPL
$4.79T
$14.1M 6.07%
+192,604
New +$12.4M
INTF icon
6
iShares International Equity Factor ETF
INTF
$3.56B
$13M 5.6%
+481,997
New +$12.7M
USMV icon
7
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
$12.5M 5.36%
+190,201
New +$12.2M
GEM icon
8
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.67B
$9.72M 4.17%
+282,978
New +$9.29M
BAC icon
9
Bank of America
BAC
$432B
$6.79M 2.92%
+192,751
New +$6.23M
META icon
10
Meta Platforms (Facebook)
META
$1.59T
$5.49M 2.36%
+26,766
New +$5.18M
BABA icon
11
Alibaba
BABA
$279B
$4.99M 2.14%
+23,533
New +$4.42M
SBUX icon
12
Starbucks
SBUX
$119B
$4.65M 2%
+52,929
New +$4.51M
BX icon
13
Blackstone
BX
$150B
$4.25M 1.82%
+75,956
New +$3.94M
EEMV icon
14
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.49B
$4.1M 1.76%
+69,918
New +$4.06M
DIS icon
15
Walt Disney
DIS
$166B
$4.04M 1.74%
+27,960
New +$3.9M
IWM icon
16
iShares Russell 2000 ETF
IWM
$81.6B
$3.73M 1.6%
+22,520
New +$3.56M
EA icon
17
Electronic Arts
EA
$52.4B
$3.68M 1.58%
+34,253
New +$3.4M
AMZN icon
18
Amazon
AMZN
$2.63T
$3.59M 1.54%
+38,880
New +$3.44M
V icon
19
Visa
V
$672B
$3.54M 1.52%
+18,829
New +$3.39M
BRK.A icon
20
Berkshire Hathaway Class A
BRK.A
$1.05T
$3.4M 1.46%
+10
New +$3.26M
MA icon
21
Mastercard
MA
$470B
$3.34M 1.44%
+11,199
New +$3.16M
MTUM icon
22
iShares MSCI USA Momentum Factor ETF
MTUM
$26.2B
$3.32M 1.43%
+26,471
New +$3.21M
BA icon
23
Boeing
BA
$164B
$3.02M 1.3%
+9,286
New +$3.29M
PDN icon
24
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$350M
$2.33M 1%
+72,737
New +$2.24M
MSFT icon
25
Microsoft
MSFT
$2.9T
$2.23M 0.96%
+14,154
New +$2.08M

Similar funds

GFG Capital's Q4 2019 Portfolio in Review

Q4 2019 is the first quarter with a 13F filing on record for GFG Capital, which disclosed 74 positions worth $233M. Its ten largest holdings account for 65% of the portfolio.

Its largest position is Goldman Sachs ActiveBeta US Large Cap Equity ETF: 470,801 shares worth $30.4M.

By sector, the portfolio is most concentrated in Financials at 11% of assets, followed by Technology and Communication Services.

  • GFG Capital's largest Q4 2019 buy was Goldman Sachs ActiveBeta US Large Cap Equity ETF: 470,801 shares worth $30.4M.
  • GFG Capital's ten largest holdings make up 65% of its $233M portfolio in Q4 2019.
  • GFG Capital disclosed 74 positions in Q4 2019, its first 13F filing on record.

Based on GFG Capital's 13F filing for Q4 2019, filed 10 Feb 2020.