GGPS

Gary Goldberg Planning Services Portfolio holdings

AUM $238M
1-Year Est. Return 11.72%
This Quarter Est. Return
1 Year Est. Return
+11.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
+$7.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.04M
3
+$1.03M
4
VOD icon
Vodafone
VOD
+$1.03M
5
INTC icon
Intel
INTC
+$1.03M

Top Sells

1
+$1.5M
2
+$1.18M
3
+$1.13M
4
SNY icon
Sanofi
SNY
+$1.1M
5
LEG icon
Leggett & Platt
LEG
+$1.08M

Sector Composition

1 Energy 16.73%
2 Communication Services 13.76%
3 Utilities 11.54%
4 Healthcare 10.59%
5 Consumer Staples 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$32K 0.02%
100
-100
227
$31K 0.02%
619
228
$31K 0.02%
800
-1,920
229
$30K 0.02%
1,500
230
$30K 0.02%
400
231
$29K 0.02%
250
-260
232
$29K 0.02%
560
-40
233
$28K 0.02%
500
234
$28K 0.02%
500
235
$28K 0.02%
825
236
$28K 0.02%
316
237
$27K 0.02%
1,320
238
$27K 0.02%
200
239
$27K 0.02%
300
240
$26K 0.02%
1,200
-300
241
$26K 0.02%
571
+401
242
$25K 0.01%
325
-60
243
$25K 0.01%
300
244
$25K 0.01%
1,000
245
$24K 0.01%
300
246
$24K 0.01%
420
247
$24K 0.01%
100
248
$23K 0.01%
575
249
$21K 0.01%
370
+265
250
$20K 0.01%
206
8 9
10
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