Asset Manager
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Greenfield FTC, Inc.
4741 CAUGHLIN PARKWAY, SUITE 1, RENO, NV 89519 • (775) 378-7846
Market Value
$735M
+40.1%
Holdings
4
+1
New Purchases
1
Added To
3
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
25.0%
Top Buys (by % of Portfolio)
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| SPY | 71.08% | 86.17% | -15.09% | $522M |
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 100.0% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 1 | $522M | 71.1% |
| Large Cap | 2 | $209M | 28.5% |
| Small Cap | 1 | $3M | 0.5% |
Portfolio Analytics
Avg Market Cap
$231.9B
Median Market Cap
$53.7B
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
1.06
# Stocks
0
# ETFs / Funds
4
Top Holdings (4 total)
New Positions
| Symbol | Value | % Port |
|---|---|---|
| BGGG | $3M | 0.46% |