GFA

Gallagher Fiduciary Advisors Portfolio holdings

AUM $3.09B
1-Year Est. Return 7.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$494M
AUM Growth
+$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$42.4M
2
+$17.5M
3
+$11.9M
4
BUFZ icon
FT Vest Laddered Moderate Buffer ETF
BUFZ
+$10.9M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$5.84M

Top Sells

1
+$23.3M
2
+$19.8M
3
+$11.6M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$11.5M
5
VUG icon
Vanguard Growth ETF
VUG
+$4.48M

Sector Composition

1 Technology 3.78%
2 Financials 3.29%
3 Consumer Discretionary 2.73%
4 Industrials 2.07%
5 Communication Services 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-2,975
302
– –
-1,109
303
– –
-1,058
304
– –
-3,576
305
– –
-972
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