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
$409M
AUM Growth
-$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$7.42M
2
+$2.04M
3
+$1.63M
4
NVDA icon
NVIDIA
NVDA
+$1.56M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$947K

Top Sells

1
+$263M
2
+$28M
3
+$1.68M
4
META icon
Meta Platforms (Facebook)
META
+$1.54M
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
26
– –
-16,368
27
– –
-1,418
28
– –
-25,485
1
2