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
101
$174K 0.1%
3,000
102
$172K 0.1%
3,590
-240
103
$171K 0.1%
1,636
+117
104
$159K 0.09%
19,496
105
$158K 0.09%
2,557
+525
106
$150K 0.09%
3,943
+23
107
$150K 0.09%
2,787
+1
108
$148K 0.09%
2,270
+9
109
$141K 0.08%
1,207
110
$138K 0.08%
1,042
+166
111
$138K 0.08%
2,622
+253
112
$136K 0.08%
4,800
+75
113
$134K 0.08%
1,472
+111
114
$133K 0.08%
4,707
+1,076
115
$133K 0.08%
1,752
-348
116
$131K 0.08%
473
-140
117
$130K 0.08%
1,000
118
$121K 0.07%
1,355
119
$120K 0.07%
1,856
+108
120
$120K 0.07%
6,953
+532
121
$118K 0.07%
1,300
122
$117K 0.07%
1,391
+184
123
$115K 0.07%
1,000
124
$114K 0.07%
1,522
+1
125
$113K 0.07%
1,373
+1,257
3 4
5
6 7