$116Million– No. of Holdings #30
BUSH INVESTMENT GROUP, LLC has about 95.9% of it's holdings in Others sector.
Sector | % |
---|---|
Others | 95.9 |
Technology | 1.3 |
BUSH INVESTMENT GROUP, LLC has about 4% of it's portfolio invested in the large-cap and mega-cap stocks.
Category | % |
---|---|
UNALLOCATED | 95.9 |
LARGE-CAP | 2.7 |
MEGA-CAP | 1.3 |
About 4.1% of the stocks held by BUSH INVESTMENT GROUP, LLC either belong to S&P 500 or RUSSELL 2000 index.
Index | % |
---|---|
Others | 95.9 |
S&P 500 | 4.1 |
This heatmap illustrates the top 50 positions within the fund's portfolio.
BUSH INVESTMENT GROUP, LLC has 30 stocks in it's portfolio. About 84.4% of the portfolio is in top 10 stocks. NVDA proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for BUSH INVESTMENT GROUP, LLC last quarter.
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
---|---|---|---|---|---|---|---|---|
AAPL | apple inc | 1.08 | 5,948 | 1,252,770 | added | 1.74 | ||
AAXJ | ishares tr | 2.08 | 23,620 | 2,416,320 | added | 63.41 | ||
AAXJ | ishares tr | 0.96 | 12,109 | 1,111,730 | added | 8.14 | ||
AAXJ | ishares tr | 0.79 | 17,270 | 915,976 | reduced | -39.3 | ||
AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
ACWF | ishares tr | 2.37 | 61,150 | 2,765,200 | added | 6.61 | ||
ACWF | ishares tr | 0.41 | 13,455 | 478,394 | reduced | -36.45 | ||
ACWF | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
AFL | aflac inc | 0.61 | 8,002 | 714,646 | added | 0.57 | ||
AOA | ishares tr | 19.14 | 103,935 | 22,296,100 | added | 0.56 | ||
BECO | blackrock etf trust | 2.34 | 58,159 | 2,729,980 | added | 2.75 | ||
BGRN | ishares tr | 0.25 | 6,885 | 289,976 | added | 3.24 | ||
BIL | spdr ser tr | 7.36 | 133,949 | 8,572,730 | reduced | -12.77 | ||
BIL | spdr ser tr | 3.18 | 159,255 | 3,699,490 | new | |||
BNDW | vanguard scottsdale fds | 0.69 | 13,788 | 799,547 | reduced | -44.16 | ||
CAT | caterpillar inc | 0.18 | 630 | 209,853 | unchanged | 0.00 | ||
EMGF | ishares inc | 0.80 | 17,366 | 929,626 | added | 128 | ||
EMGF | ishares inc | 0.75 | 14,828 | 877,818 | added | 2.42 | ||
FNDA | schwab strategic tr | 13.34 | 404,374 | 15,536,000 | added | 0.85 | ||
FNDA | schwab strategic tr | 8.53 | 127,706 | 9,939,360 | added | 0.64 | ||