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
$322M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$816K
3
+$415K
4
TSLA icon
Tesla
TSLA
+$208K
5
SOXL icon
Direxion Daily Semiconductor Bull 3X Shares
SOXL
+$206K

Top Sells

1
+$2.54M
2
+$104K

Sector Composition

1 Technology 0.78%
2 Industrials 0.57%
3 Consumer Staples 0.18%
4 Healthcare 0.11%
5 Materials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$193M 59.81%
434,289
-5,736
2
$45.3M 14.08%
472,302
+8,508
3
$39.5M 12.27%
755,105
+419,580
4
$38.5M 11.98%
205,846
+2,214
5
$2M 0.62%
10,291
-538
6
$1.84M 0.57%
18,797
+45
7
$589K 0.18%
1,094
+2
8
$286K 0.09%
1,077
+2
9
$274K 0.09%
585
+1
10
$261K 0.08%
1,451
+11
11
$252K 0.08%
739
+2
12
$208K 0.06%
+796
13
$206K 0.06%
+8,303
14
$79.3K 0.02%
12,000