GFL
Granite FO LLC Portfolio holdings
AUM
$177M
This Quarter Return
+11.71%
1 Year Return
+13.73%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$130M
AUM Growth
–
Cap. Flow
+$130M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
75.21%
Holding
143
New
142
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$17.3M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$16.8M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$16.1M |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
$13.3M |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
$10.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 28.58% |
| 2 | Healthcare | 2.16% |
| 3 | Consumer Discretionary | 1.88% |
| 4 | Technology | 1.06% |
| 5 | Communication Services | 0.8% |
