GFG

GR Financial Group Portfolio holdings

AUM $433M
1-Year Est. Return 14.87%
This Quarter Est. Return
1 Year Est. Return
+14.87%
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
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$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
SPYM
26
State Street SPDR Portfolio S&P 500 ETF
SPYM
$89.3B
– –
-25,485
MSTR icon
27
Strategy Inc
MSTR
$69B
– –
-1,418
ARKB icon
28
ARK 21Shares Bitcoin ETF
ARKB
$1.62B
– –
-16,368
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