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GFA

Gallagher Fiduciary Advisors Portfolio holdings

AUM $2.58B
1-Year Est. Return 8.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.72B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$714K
3
+$697K
4
FJUL icon
FT Vest US Equity Buffer ETF July
FJUL
+$649K
5
VRNT
Verint Systems
VRNT
+$588K

Top Sells

1
+$47.5B
2
+$6.32B
3
+$4.48B
4
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$2.94B
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.58B

Sector Composition

1 Consumer Discretionary 51.51%
2 Utilities 11.35%
3 Industrials 9.41%
4 Real Estate 5.6%
5 Financials 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$299K 0.01%
8,913
-312
252
$298K 0.01%
9,133
253
$297K 0.01%
1,838
-107
254
$297K 0.01%
56,175
+303
255
$292K 0.01%
1,634
-735
256
$289K 0.01%
+174,312
257
$289K 0.01%
4,840
-441
258
$284K 0.01%
8,719
+82
259
$278K 0.01%
2,910
+341
260
$278K 0.01%
+3,697
261
$277K 0.01%
10,538
-1,833
262
$276K 0.01%
9,225
263
$275K 0.01%
773
264
$275K 0.01%
7,212
-64
265
$274K 0.01%
5,084
-30,212
266
$264K 0.01%
7,689
-1,436
267
$263K 0.01%
8,178
268
$260K 0.01%
782
-208
269
$257K 0.01%
47,392
+576
270
$255K 0.01%
+5,752
271
$252K 0.01%
+8,015
272
$251K 0.01%
1,162
+11
273
$236K 0.01%
6,009
274
$236K 0.01%
5,970
+130
275
$235K 0.01%
+11,659
9 10
11
12 13