GSIAS
Garden State Investment Advisory Services Portfolio holdings
AUM
$369M
This Quarter Return
+10.04%
1 Year Return
+20.13%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$248M
AUM Growth
+$248M
(+15%)
Cap. Flow
+$12.5M
Cap. Flow
% of AUM
5.03%
Top 10 Holdings %
Top 10 Hldgs %
33.48%
Holding
223
New
29
Increased
99
Reduced
66
Closed
11
Top Buys
| 1 |
Progyny
PGNY
|
$3.49M |
| 2 |
Innovator Laddered Allocation Power Buffer ETF
BUFF
|
$3M |
| 3 |
NIO
NIO
|
$2.04M |
| 4 |
JD.com
JD
|
$1.49M |
| 5 |
Gaotu Techedu
GOTU
|
$1.06M |
Top Sells
Sector Composition
| 1 | Technology | 11.75% |
| 2 | Consumer Discretionary | 6.65% |
| 3 | Communication Services | 6.16% |
| 4 | Healthcare | 3.44% |
| 5 | Financials | 3.04% |
