GGPS
Gary Goldberg Planning Services Portfolio holdings
AUM
$238M
1-Year Return
11.72%
This Quarter Return
+1.5%
1 Year Return
+11.72%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$157M
AUM Growth
–
Cap. Flow
+$157M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
38.99%
Holding
367
New
367
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Verizon
VZ
|
$7.82M |
| 2 |
CME Group
CME
|
$7.6M |
| 3 |
AT&T
T
|
$6.83M |
| 4 |
Lockheed Martin
LMT
|
$6.23M |
| 5 |
TotalEnergies
TTE
|
$5.96M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 16.27% |
| 2 | Healthcare | 14.09% |
| 3 | Communication Services | 10.78% |
| 4 | Utilities | 10.07% |
| 5 | Consumer Staples | 9.45% |
