GF

Global Financial Private Capital, LLC

13F
Global Financial Private Capital, LLC
Last update 2020-08-12 368 Stocks (48 new)
Value $1.57 Bil Turnover 27 %
Countries:
Top Holdings: TOTL(3.15%)LQD(2.93%)IWB(2.61%)BSV(2.42%)VUG(2.31%)
Summary Stock Picks Current Portfolio
Global Financial Private Capit... Top Holdings of 2020-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JPST
JPMorgan Ultra-Short Income ETF
1,044,414
52,983.0
+80.26%
3.380
+1.50%
0.280
+1.32%
+2.63%
31,785.2
 
TOTL
SPDR DoubleLine Total Return Tactical ETF
SPDR DoubleLine Total Return Tactical ETF
995,679
49,335.0
New Holding
3.150
+3.15%
1.790
+1.30%
+3.27%
3,823.6
 
LQD
iShares iBoxx USD Investment Grade Corporate Bond
iShares iBoxx USD Investment Grade Corporate Bond
341,159
45,885.0
+147.24%
2.930
+1.74%
0.120
+3.26%
+3.49%
29,736.4
 
IWB
iShares Russell 1000 ETF
238,133
40,882.0
-5.63%
2.610
-0.14%
0.200
+16.68%
+7.19%
42,028.0
 
BSV
Vanguard Short-Term Bond ETF
457,281
38,009.0
+89.49%
2.420
+1.14%
0.100
+1.26%
+3.15%
38,396.2
 
VUG
Vanguard Growth ETF
179,181
36,209.0
+7.09%
2.310
+0.15%
0.060
+22.45%
+8.32%
165,170.4
 
VEA
Vanguard FTSE Developed Markets ETF
911,974
35,375.0
+9.84%
2.260
+0.20%
0.040
+14.80%
+20.54%
157,454.4
 
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
568,854
32,840.0
+11.24%
2.090
+0.21%
0.060
+0.70%
+1.37%
65,756.8
 
VTV
Vanguard Value ETF
290,953
28,976.0
+9.35%
1.850
+0.16%
0.040
+9.28%
+6.46%
132,257.1
 
IEF
iShares 7-10 Year Treasury Bond ETF
230,068
28,039.0
New Holding
1.790
+1.79%
0.150
+1.02%
+3.96%
34,496.3
 

Global Financial Private Capital, LLC's Historical Top Holdings Breakdowns

Global Financial Private Capital, LLC Total Holding History ($B)

To

Global Financial Private Capital, LLC's Asset Allocation

To

Global Financial Private Capital, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Global Financial Private Capital, LLC's Hypothetical Growth since 2020-06-30

Global Financial Private Capital, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Global Financial Private Capital, LLC's Holdings Heat Map

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Global Financial Private Capital, LLC's Holdings Bubble Chart

Global Financial Private Capital, LLC News

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