GSF
Grove Street Fiduciary Portfolio holdings
AUM
$227M
1-Year Est. Return
9.49%
This Fund
S&P 500
1 Year Est. Return
+9.49%
AUM
$239M
AUM Growth
+$27.7M
(+13%)
Holding
76
Top Buys
| 1 | +$29.6M | |
| 2 | +$10.1M | |
| 3 | +$213K | |
| 4 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$76.2K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$65.9K |
Top Sells
| 1 | +$2.99M | |
| 2 | +$862K | |
| 3 | +$561K | |
| 4 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
+$431K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$429K |
Sector Composition
| 1 | Technology | 3.01% |
| 2 | Industrials | 1.67% |
| 3 | Financials | 1.36% |
| 4 | Healthcare | 0.6% |
| 5 | Communication Services | 0.49% |