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
$157M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$7.59M
3
+$6.83M
4
LMT icon
Lockheed Martin
LMT
+$6.23M
5
TTE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$5K ﹤0.01%
+105
327
$5K ﹤0.01%
+64
328
$5K ﹤0.01%
+400
329
$5K ﹤0.01%
+200
330
$5K ﹤0.01%
+850
331
$5K ﹤0.01%
+500
332
$5K ﹤0.01%
+500
333
$5K ﹤0.01%
+41
334
$5K ﹤0.01%
+75
335
$4K ﹤0.01%
+122
336
$4K ﹤0.01%
+133
337
$4K ﹤0.01%
+87
338
$3K ﹤0.01%
+100
339
$3K ﹤0.01%
+150
340
$3K ﹤0.01%
+291
341
$3K ﹤0.01%
+100
342
$3K ﹤0.01%
+60
343
$3K ﹤0.01%
+100
344
$3K ﹤0.01%
+300
345
$3K ﹤0.01%
+200
346
$3K ﹤0.01%
+40
347
$3K ﹤0.01%
+50
348
$3K ﹤0.01%
+100
349
$2K ﹤0.01%
+100
350
$2K ﹤0.01%
+100
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