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
76
$316K 0.18%
3,446
-792
77
$310K 0.18%
4,067
+199
78
$308K 0.18%
5,799
-1,079
79
$282K 0.16%
3,458
-3
80
$281K 0.16%
4,002
+1,090
81
$276K 0.16%
2,415
-90
82
$271K 0.16%
8,779
+306
83
$269K 0.16%
3,838
-1,019
84
$256K 0.15%
2,158
85
$256K 0.15%
3,322
-553
86
$248K 0.14%
4,395
+1,245
87
$248K 0.14%
4,325
-49
88
$239K 0.14%
4,533
-1,555
89
$229K 0.13%
10,380
+1,310
90
$223K 0.13%
3,113
-21
91
$213K 0.12%
3,453
-143
92
$211K 0.12%
4,491
+115
93
$209K 0.12%
7,100
+61
94
$199K 0.12%
1,990
+1
95
$195K 0.11%
1,513
-715
96
$193K 0.11%
5,037
-1,476
97
$185K 0.11%
2,968
98
$180K 0.1%
2,414
+543
99
$178K 0.1%
4,700
+28
100
$177K 0.1%
7,746
+1,533
2 3
4
5 6