GRR
Golden Reserve Retirement Portfolio holdings
AUM
$542M
1-Year Est. Return
15.66%
This Fund
S&P 500
1 Year Est. Return
+15.66%
AUM
$542M
AUM Growth
+$156M
(+41%)
Holding
131
Top Buys
| 1 | +$20.5M | |
| 2 | +$16.9M | |
| 3 | +$12M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$10M |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
+$6.82M |
Sector Composition
| 1 | Technology | 4.71% |
| 2 | Healthcare | 1.07% |
| 3 | Financials | 1.03% |
| 4 | Communication Services | 0.94% |
| 5 | Consumer Discretionary | 0.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Huntington Bancshares
HBAN
$39.3B
| $207K | 0.04% |
+11,947
|
|
||
127
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23B
| $206K | 0.04% |
+1,726
|
|
||
128
AT&T
T
$190B
| $201K | 0.04% |
+8,081
|
|
||
129
Dimensional US Core Equity Market ETF
DFAU
$10.6B
| $201K | 0.04% |
+4,287
|
|
||
130
FNB Corp
FNB
$6.79B
| $180K | 0.03% |
+10,509
|
|
||
131
JPMorgan Equity Premium Income ETF
JEPI
$43.4B
| – | – |
-3,827
|
|