GRR
Golden Reserve Retirement Portfolio holdings
AUM
$485M
1-Year Est. Return
19.33%
This Fund
S&P 500
1 Year Est. Return
+19.33%
AUM
$485M
AUM Growth
-$56.9M
(-11%)
Holding
152
Top Buys
| 1 | +$719K | |
| 2 | +$629K | |
| 3 | +$627K | |
| 4 |
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
|
+$626K |
| 5 |
Invesco BulletShares 2033 Corporate Bond ETF
BSCX
|
+$621K |
Top Sells
| 1 | +$5.75M | |
| 2 | +$4.72M | |
| 3 | +$3.39M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$3.26M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$2.76M |
Sector Composition
| 1 | Technology | 3.18% |
| 2 | Financials | 1.52% |
| 3 | Communication Services | 1.09% |
| 4 | Consumer Discretionary | 0.86% |
| 5 | Healthcare | 0.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Sherwin-Williams
SHW
$78.1B
| – | – |
-3,016
|
|
||
|
152
State Street SPDR S&P 500 ETF Trust
SPY
$755B
| – | – |
-4,049
|
|