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
351
$2K ﹤0.01%
+110
352
$2K ﹤0.01%
+31
353
$2K ﹤0.01%
+150
354
$2K ﹤0.01%
+200
355
$2K ﹤0.01%
+200
356
$2K ﹤0.01%
+62
357
$2K ﹤0.01%
+90
358
$1K ﹤0.01%
+17
359
$1K ﹤0.01%
+40
360
$1K ﹤0.01%
+106
361
$1K ﹤0.01%
+35
362
$1K ﹤0.01%
+35
363
$1K ﹤0.01%
+1,700
364
$1K ﹤0.01%
+100
365
$0 ﹤0.01%
+3
366
$0 ﹤0.01%
+6
367
$0 ﹤0.01%
+4
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