GFG
Greenbush Financial Group Portfolio holdings
AUM
$302M
1-Year Est. Return
17.46%
This Fund
S&P 500
1 Year Est. Return
+17.46%
AUM
$302M
AUM Growth
+$7.96M
(+2.7%)
Holding
36
Top Buys
| 1 | +$3.59M | |
| 2 | +$3.06M | |
| 3 | +$2.89M | |
| 4 |
Capital Group Core Plus Income ETF
CGCP
|
+$2.58M |
| 5 |
Capital Group Core Bond ETF
CGCB
|
+$2.39M |
Sector Composition
| 1 | Technology | 5.75% |
| 2 | Consumer Discretionary | 2.96% |
| 3 | Communication Services | 2.18% |
| 4 | Industrials | 0.69% |
| 5 | Healthcare | 0.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard Short-Term Bond ETF
BSV
$44.2B
| $1.85M | 0.61% |
23,548
+3,115
|
|
||
27
Meta Platforms (Facebook)
META
$1.55T
| $1.83M | 0.61% |
3,203
+88
|
|
||
28
Generac Holdings
GNRC
$15.9B
| $1.69M | 0.56% |
8,658
+329
|
|
||
29
State Street SPDR S&P 500 ETF Trust
SPY
$755B
| $891K | 0.3% |
1,370
+4
|
|
||
30
VanEck Uranium + Nuclear Energy ETF
NLR
$5.01B
| $424K | 0.14% |
3,183
+980
|
|
||
31
GE Vernova
GEV
$280B
| $407K | 0.13% |
466
+119
|
|
||
32
Regeneron Pharmaceuticals
REGN
$74.9B
| $378K | 0.13% |
+489
|
|
||
33
Palantir
PLTR
$330B
| $336K | 0.11% |
2,296
+435
|
|
||
34
McDonald's
MCD
$196B
| $263K | 0.09% |
847
+5
|
|
||
35
McKesson
MCK
$90.2B
| $209K | 0.07% |
+242
|
|
||
36
Opko Health
OPK
$861M
| $11.4K | ﹤0.01% |
10,000
|
|