GFG
Grantvest Financial Group Portfolio holdings
AUM
$135M
This Quarter Return
+1.69%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$89.5M
AUM Growth
–
Cap. Flow
+$89.5M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.33%
Holding
121
New
121
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$5.37M |
| 2 |
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
|
$3.42M |
| 3 |
Apple
AAPL
|
$3.37M |
| 4 |
Strive Enhanced Income Short Maturity ETF
BUXX
|
$3.14M |
| 5 |
Amazon
AMZN
|
$2.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.37% |
| 2 | Consumer Discretionary | 3.8% |
| 3 | Communication Services | 1.88% |
| 4 | Financials | 1.24% |
| 5 | Consumer Staples | 0.51% |
