GSIAS

Garden State Investment Advisory Services Portfolio holdings

AUM $369M
1-Year Est. Return 20.13%
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
-$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$1.41M
3
+$1.2M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$911K
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$677K

Top Sells

1
+$3.99M
2
+$949K
3
+$802K
4
XPH icon
SPDR S&P Pharmaceuticals ETF
XPH
+$640K
5
GOTU icon
Gaotu Techedu
GOTU
+$632K

Sector Composition

1 Technology 11.51%
2 Communication Services 6.3%
3 Consumer Discretionary 5.03%
4 Financials 3.16%
5 Healthcare 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
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