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
$165M
AUM Growth
+$8.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1 +$2.35M
2 +$2.04M
3 +$2M
4
DRI icon
Darden Restaurants
DRI
+$1.76M
5
SO icon
Southern Company
SO
+$1.76M

Top Sells

1 +$1.98M
2 +$1.93M
3 +$1.81M
4
GAS
AGL Resources Inc
GAS
+$1.56M
5
PEG icon
Public Service Enterprise Group
PEG
+$1.49M

Sector Composition

1 Energy 17.43%
2 Communication Services 12.39%
3 Healthcare 11.38%
4 Utilities 11.16%
5 Consumer Staples 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$8K ﹤0.01%
245
302
$8K ﹤0.01%
317
303
$8K ﹤0.01%
500
304
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200
305
$7K ﹤0.01%
+145
306
$7K ﹤0.01%
102
307
$7K ﹤0.01%
269
308
$7K ﹤0.01%
+105
309
$7K ﹤0.01%
850
310
$7K ﹤0.01%
545
311
$7K ﹤0.01%
1,120
312
$7K ﹤0.01%
+115
313
$6K ﹤0.01%
+260
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$6K ﹤0.01%
140
+7
315
$6K ﹤0.01%
65
+1
316
$6K ﹤0.01%
400
317
$6K ﹤0.01%
+105
318
$6K ﹤0.01%
+406
319
$6K ﹤0.01%
+170
320
$6K ﹤0.01%
135
321
$6K ﹤0.01%
1,099
-5,516
322
$6K ﹤0.01%
+245
323
$6K ﹤0.01%
+102
324
$6K ﹤0.01%
500
325
$6K ﹤0.01%
+110