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
$649M
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$83.3M
2 +$5.42M
3 +$2.94M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.68M
5
MSFT icon
Microsoft
MSFT
+$1.23M

Top Sells

1 +$9.77M
2 +$909K
3 +$583K
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$521K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$461K

Sector Composition

1 Technology 0.98%
2 Communication Services 0.55%
3 Consumer Discretionary 0.34%
4 Industrials 0.16%
5 Consumer Staples 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UPRO icon
26
ProShares UltraPro S&P 500
UPRO
$4.54B
-5,879
XLK icon
27
Technology Select Sector SPDR Fund
XLK
$93.7B
-3,909