GC
Gruss & Co Portfolio holdings
AUM
$21.4M
This Quarter Return
-0.45%
1 Year Return
+27.12%
3 Year Return
+171.58%
5 Year Return
+293.56%
10 Year Return
+727.21%
AUM
$115M
AUM Growth
+$115M
(+22%)
Cap. Flow
+$23.3M
Cap. Flow
% of AUM
20.36%
Top 10 Holdings %
Top 10 Hldgs %
57.86%
Holding
49
New
11
Increased
11
Reduced
2
Closed
7
Top Buys
| 1 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$5.54M |
| 2 |
Meta Platforms (Facebook)
META
|
$5.23M |
| 3 |
ProShares Ultra 20+ Year Treasury
UBT
|
$4.36M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.62M |
| 5 |
ALPS REIT Dividend Dogs ETF
RDOG
|
$2.16M |
Top Sells
| 1 |
Pfizer
PFE
|
$3.83M |
| 2 |
ALPS Sector Dividend Dogs ETF
SDOG
|
$2.19M |
| 3 |
Mueller Water Products
MWA
|
$1.53M |
| 4 |
Cedar Fair
FUN
|
$1.43M |
| 5 |
Ford
F
|
$1.13M |
Sector Composition
| 1 | Communication Services | 16.41% |
| 2 | Consumer Discretionary | 7.24% |
| 3 | Technology | 6.83% |
| 4 | Financials | 6.16% |
| 5 | Energy | 6.15% |
