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
276
$12K 0.01%
148
277
$12K 0.01%
200
-50
278
$12K 0.01%
385
+140
279
$12K 0.01%
300
-150
280
$12K 0.01%
424
281
$12K 0.01%
225
282
$11K 0.01%
122
+1
283
$11K 0.01%
10
284
$11K 0.01%
320
285
$11K 0.01%
2
286
$10K 0.01%
1,035
287
$10K 0.01%
55
288
$10K 0.01%
693
289
$10K 0.01%
200
290
$10K 0.01%
127
291
$10K 0.01%
1,935
292
$10K 0.01%
152
+1
293
$10K 0.01%
43
294
$9K 0.01%
265
-52
295
$9K 0.01%
500
296
$9K 0.01%
200
297
$9K 0.01%
545
-2,235
298
$8K ﹤0.01%
260
299
$8K ﹤0.01%
+150
300
$8K ﹤0.01%
145
10 11
12
13 14