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
251
$20K 0.01%
500
252
$19K 0.01%
488
253
$19K 0.01%
400
254
$19K 0.01%
1,900
-1,000
255
$18K 0.01%
1,127
-1,803
256
$18K 0.01%
1,365
257
$18K 0.01%
726
258
$17K 0.01%
400
259
$17K 0.01%
1,400
260
$17K 0.01%
310
261
$16K 0.01%
228
262
$16K 0.01%
300
-170
263
$16K 0.01%
400
264
$16K 0.01%
900
265
$15K 0.01%
275
266
$15K 0.01%
625
267
$15K 0.01%
780
268
$14K 0.01%
220
269
$14K 0.01%
50
270
$14K 0.01%
200
271
$13K 0.01%
623
272
$13K 0.01%
255
-170
273
$13K 0.01%
400
274
$13K 0.01%
800
275
$13K 0.01%
300
-500
9 10
11
12 13