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
$3.04B
AUM Growth
+$2.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$1.45B
2
+$344M
3
+$269M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$141M
5
CBRE icon
CBRE Group
CBRE
+$127M

Top Sells

1
+$5.1M
2
+$1.87M
3
+$975K
4
PLTR icon
Palantir
PLTR
+$972K
5
AAPL icon
Apple
AAPL
+$934K

Sector Composition

1 Consumer Discretionary 50.1%
2 Utilities 12.02%
3 Industrials 6.87%
4 Real Estate 4.26%
5 Financials 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$95.5K ﹤0.01%
25,610
+3,179
302
$20.5K ﹤0.01%
17,389
+339
303
$15.4K ﹤0.01%
11,434
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304
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-13,400
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