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
26
$1.83M 1.07%
69,924
+1,131
27
$1.73M 1.01%
54,358
-6,058
28
$1.73M 1.01%
31,776
+743
29
$1.71M 0.99%
23,527
-1,370
30
$1.68M 0.98%
32,930
-667
31
$1.67M 0.97%
20,106
-1,134
32
$1.62M 0.94%
16,715
-2,044
33
$1.35M 0.79%
18,950
-765
34
$1.31M 0.76%
26,202
-3,269
35
$1.3M 0.76%
11,291
-525
36
$1.28M 0.75%
17,957
-795
37
$1.25M 0.73%
33,542
-2,430
38
$1.22M 0.71%
31,816
-3,930
39
$1.13M 0.66%
12,995
+10,652
40
$1.03M 0.6%
28,647
+27,947
41
$941K 0.55%
13,144
+255
42
$940K 0.55%
20,953
-1,208
43
$908K 0.53%
82,200
-4,400
44
$886K 0.52%
28,638
-35,012
45
$833K 0.48%
8,228
-375
46
$819K 0.48%
12,210
-560
47
$805K 0.47%
10,020
+315
48
$710K 0.41%
14,070
+1,920
49
$675K 0.39%
14,605
-680
50
$629K 0.37%
22,524
-3,252
1
2
3 4 5