GFG
Greenbush Financial Group Portfolio holdings
AUM
$261M
1-Year Est. Return
17.88%
1 Year Est. Return
+17.88%
AUM
$261M
AUM Growth
+$31.1M
(+14%)
Holding
32
Top Buys
| 1 | +$2.29M | |
| 2 | +$1.1M | |
| 3 | +$949K | |
| 4 |
JPMorgan Active Growth ETF
JGRO
|
+$903K |
| 5 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$901K |
Sector Composition
| 1 | Technology | 6.48% |
| 2 | Consumer Discretionary | 3.52% |
| 3 | Communication Services | 2.29% |
| 4 | Industrials | 0.49% |
| 5 | Healthcare | 0.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Advanced Micro Devices
AMD
$416B
| $1.46M | 0.56% |
9,034
+324
|
|
||
27
Vanguard Short-Term Bond ETF
BSV
$38.9B
| $1.37M | 0.53% |
17,420
+4,003
|
|
||
28
Generac Holdings
GNRC
$9.86B
| $1.28M | 0.49% |
7,670
+289
|
|
||
29
SPDR S&P 500 ETF Trust
SPY
$677B
| $908K | 0.35% |
1,362
+13
|
|
||
30
McDonald's
MCD
$213B
| $245K | 0.09% |
807
+4
|
|
||
31
Strategy Inc
MSTR
$77.4B
| $209K | 0.08% |
650
-1,000
|
|
||
32
Opko Health
OPK
$1.04B
| $15.5K | 0.01% |
10,000
|
|