GSF
Grove Street Fiduciary Portfolio holdings
AUM
$207M
1 Year Est. Return
–
AUM
$207M
AUM Growth
+$10.1M
(+5.1%)
Holding
76
Top Buys
| 1 | +$805K | |
| 2 | +$339K | |
| 3 | +$328K | |
| 4 |
Vanguard International Dividend Appreciation ETF
VIGI
|
+$254K |
| 5 |
Broadcom
AVGO
|
+$239K |
Top Sells
| 1 | +$1.8M | |
| 2 | +$676K | |
| 3 | +$473K | |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
+$420K |
| 5 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
+$333K |
Sector Composition
| 1 | Technology | 3.38% |
| 2 | Financials | 1.46% |
| 3 | Industrials | 1.19% |
| 4 | Consumer Discretionary | 0.49% |
| 5 | Healthcare | 0.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Marsh & McLennan
MMC
$93.4B
| – | – |
-875
|
|