GFA

Gallagher Fiduciary Advisors Portfolio holdings

AUM $2.58B
1-Year Est. Return 5.01%
This Quarter Est. Return
1 Year Est. Return
+5.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1
+$139M
2
+$83.9M
3
+$2.46M

Top Sells

No sells this quarter

Sector Composition

1 Financials 61.7%
2 Materials 37.21%
3 Communication Services 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$139M 61.7%
+2,408,658
2
$83.9M 37.21%
+884,390
3
$2.46M 1.09%
+237,488