GFA
Gallagher Fiduciary Advisors Portfolio holdings
AUM
$2.72B
1-Year Est. Return
3.63%
1 Year Est. Return
+3.63%
AUM
$2.72B
AUM Growth
+$138M
(+5.4%)
Holding
356
Top Buys
| 1 | +$1.05M | |
| 2 | +$717K | |
| 3 | +$716K | |
| 4 |
FT Vest US Equity Buffer ETF July
FJUL
|
+$666K |
| 5 |
Cytokinetics
CYTK
|
+$648K |
Top Sells
| 1 | +$49.3B | |
| 2 | +$6.57B | |
| 3 | +$4.58B | |
| 4 |
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
|
+$3B |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$1.64B |
Sector Composition
| 1 | Consumer Discretionary | 51.51% |
| 2 | Utilities | 11.35% |
| 3 | Industrials | 9.38% |
| 4 | Real Estate | 5.6% |
| 5 | Financials | 1.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Consumers Staples Select Sector SPDR Fund
XLP
$15.3B
| – | – |
-7,562
|
|
||
352
Real Estate Select Sector SPDR Fund
XLRE
$7.61B
| – | – |
-6,291
|
|
||
353
Utilities Select Sector SPDR Fund
XLU
$22B
| – | – |
-3,866
|
|
||
354
Health Care Select Sector SPDR Fund
XLV
$40.6B
| – | – |
-7,617
|
|
||
355
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.4B
| – | – |
-6,205
|
|
||
356
American Healthcare REIT
AHR
$9.4B
| – | – |
-11,438
|
|