GFG
Greenbush Financial Group Portfolio holdings
AUM
$261M
1-Year Est. Return
17.88%
1 Year Est. Return
+17.88%
AUM
$230M
AUM Growth
+$28.5M
(+14%)
Holding
33
Top Buys
| 1 | +$9.63M | |
| 2 | +$3.41M | |
| 3 | +$1.31M | |
| 4 |
Vanguard Total Bond Market
BND
|
+$955K |
| 5 |
Vanguard Value ETF
VTV
|
+$910K |
Top Sells
| 1 | +$7.51M | |
| 2 | +$1.14M | |
| 3 | +$708K | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$604K |
| 5 |
Capital Group Growth ETF
CGGR
|
+$246K |
Sector Composition
| 1 | Technology | 6.55% |
| 2 | Consumer Discretionary | 3.03% |
| 3 | Communication Services | 2.05% |
| 4 | Industrials | 0.46% |
| 5 | Healthcare | 0.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Advanced Micro Devices
AMD
$421B
| $1.24M | 0.54% |
8,710
+279
|
|
||
27
Generac Holdings
GNRC
$9.61B
| $1.06M | 0.46% |
7,381
+136
|
|
||
28
Vanguard Short-Term Bond ETF
BSV
$38.8B
| $1.06M | 0.46% |
13,417
+1,983
|
|
||
29
SPDR S&P 500 ETF Trust
SPY
$679B
| $833K | 0.36% |
1,349
+4
|
|
||
30
Strategy Inc
MSTR
$76B
| $667K | 0.29% |
1,650
|
|
||
31
McDonald's
MCD
$211B
| $235K | 0.1% |
803
+19
|
|
||
32
Opko Health
OPK
$1.07B
| $13.2K | 0.01% |
10,000
|
|
||
33
Vanguard Small-Cap ETF
VB
$67.3B
| – | – |
-33,876
|
|