GFG

GR Financial Group Portfolio holdings

AUM $445M
1-Year Est. Return 14.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$445M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$1.76M
3
+$786K
4
AMZN icon
Amazon
AMZN
+$730K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$333K

Top Sells

1
+$3.14M
2
+$1.6M
3
+$1.59M
4
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$692K
5
META icon
Meta Platforms (Facebook)
META
+$600K

Sector Composition

1 Technology 1.99%
2 Consumer Discretionary 0.98%
3 Communication Services 0.57%
4 Industrials 0.37%
5 Consumer Staples 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
26
Berkshire Hathaway Class B
BRK.B
$1.08T
$216K 0.05%
430
-74
HOOD icon
27
Robinhood
HOOD
$69.4B
$207K 0.05%
1,829
+110
SMH icon
28
VanEck Semiconductor ETF
SMH
$43.4B
$202K 0.05%
+562
COIN icon
29
Coinbase
COIN
$52.1B
– –
-633
MSTR icon
30
Strategy Inc
MSTR
$44.6B
– –
-1,121
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