GFG

GR Financial Group Portfolio holdings

AUM $409M
1-Year Est. Return 13.64%
This Quarter Est. Return
1 Year Est. Return
+13.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$409M
AUM Growth
-$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$8.47M
2
+$2.19M
3
+$2.07M
4
NVDA icon
NVIDIA
NVDA
+$1.96M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.03M

Top Sells

1
+$284M
2
+$30.2M
3
+$1.84M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.68M
5
ARKB icon
ARK 21Shares Bitcoin ETF
ARKB
+$448K

Sector Composition

1 Technology 2.74%
2 Communication Services 1.19%
3 Consumer Discretionary 0.67%
4 Industrials 0.28%
5 Consumer Staples 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ARKB icon
26
ARK 21Shares Bitcoin ETF
ARKB
$1.7B
– –
-16,368
MSTR icon
27
Strategy Inc
MSTR
$81.5B
– –
-1,418
SPLG icon
28
SPDR Portfolio S&P 500 ETF
SPLG
$88.3B
– –
-25,485
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