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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
276
$234K 0.01%
7,075
277
$234K 0.01%
201
-2
278
$233K 0.01%
475
-132
279
$233K 0.01%
4,514
-394
280
$230K 0.01%
1,158
+9
281
$229K 0.01%
2,229
-93
282
$228K 0.01%
+6,292
283
$227K 0.01%
19,423
-52
284
$225K 0.01%
2,039
+9
285
$225K 0.01%
+538
286
$225K 0.01%
2,692
+20
287
$225K 0.01%
1,997
-2
288
$224K 0.01%
+6,685
289
$218K 0.01%
1,831
-251
290
$217K 0.01%
5,711
291
$214K 0.01%
4,631
+1
292
$212K 0.01%
+1,123
293
$211K 0.01%
2,361
-399
294
$211K 0.01%
1,573
+35
295
$210K 0.01%
+2,824
296
$210K 0.01%
+9,498
297
$208K 0.01%
1,754
-10,042
298
$207K 0.01%
+10,894
299
$200K 0.01%
+7,569
300
$200K 0.01%
+813
10 11
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