GFG
Greenbush Financial Group Portfolio holdings
AUM
$294M
1-Year Est. Return
18.33%
This Fund
S&P 500
1 Year Est. Return
+18.33%
AUM
$294M
AUM Growth
+$33.5M
(+13%)
Holding
35
Top Buys
| 1 | +$3.07M | |
| 2 | +$1.93M | |
| 3 | +$1.83M | |
| 4 |
MFSV
MFS Active Value ETF
MFSV
|
+$1.83M |
| 5 |
Capital Group Dividend Value ETF
CGDV
|
+$1.8M |
Sector Composition
| 1 | Technology | 6.29% |
| 2 | Consumer Discretionary | 3.36% |
| 3 | Communication Services | 2.42% |
| 4 | Industrials | 0.46% |
| 5 | Healthcare | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Advanced Micro Devices
AMD
$328B
| $2.03M | 0.69% |
9,493
+459
|
|
||
27
Vanguard Short-Term Bond ETF
BSV
$43.6B
| $1.61M | 0.55% |
20,433
+3,013
|
|
||
28
Generac Holdings
GNRC
$11.7B
| $1.14M | 0.39% |
8,329
+659
|
|
||
29
State Street SPDR S&P 500 ETF Trust
SPY
$648B
| $932K | 0.32% |
1,366
+4
|
|
||
30
Palantir
PLTR
$360B
| $331K | 0.11% |
+1,861
|
|
||
31
VanEck Uranium + Nuclear Energy ETF
NLR
$4.33B
| $274K | 0.09% |
+2,203
|
|
||
32
McDonald's
MCD
$220B
| $257K | 0.09% |
842
+35
|
|
||
33
GE Vernova
GEV
$229B
| $227K | 0.08% |
+347
|
|
||
34
Opko Health
OPK
$850M
| $12.6K | ﹤0.01% |
10,000
|
|
||
35
Strategy Inc
MSTR
$46.1B
| – | – |
-650
|
|