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
51
$547K 0.32%
10,821
-2,477
52
$540K 0.31%
12,575
-390
53
$472K 0.27%
12,012
+476
54
$464K 0.27%
5,149
-864
55
$459K 0.27%
56,439
-11,876
56
$448K 0.26%
3,589
-197
57
$447K 0.26%
19,937
-306
58
$443K 0.26%
10,748
-34
59
$442K 0.26%
46,436
-8,795
60
$429K 0.25%
7,708
+1,348
61
$425K 0.25%
3,944
-824
62
$415K 0.24%
7,321
-70
63
$408K 0.24%
22,070
+4,850
64
$404K 0.24%
6,380
+171
65
$383K 0.22%
13,164
+1
66
$364K 0.21%
8,823
-2,520
67
$363K 0.21%
7,121
-1,128
68
$343K 0.2%
3,757
-685
69
$341K 0.2%
1,336
+175
70
$331K 0.19%
2,467
-6
71
$331K 0.19%
8,436
+18
72
$328K 0.19%
6,620
+707
73
$323K 0.19%
1,747
-116
74
$320K 0.19%
2,806
-477
75
$318K 0.19%
9,008
+3
1 2
3
4 5