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
176
$67K 0.04%
954
177
$65K 0.04%
1,055
+260
178
$65K 0.04%
1,423
+203
179
$65K 0.04%
+2,592
180
$64K 0.04%
880
+115
181
$64K 0.04%
3,548
+530
182
$63K 0.04%
1,075
-300
183
$63K 0.04%
3,373
+1
184
$62K 0.04%
2,203
+5
185
$61K 0.04%
3,040
+310
186
$61K 0.04%
+945
187
$61K 0.04%
1,303
+76
188
$61K 0.04%
1,175
189
$61K 0.04%
4,405
+123
190
$60K 0.03%
1,470
+55
191
$60K 0.03%
1,115
192
$59K 0.03%
1,880
-26,790
193
$58K 0.03%
655
+192
194
$56K 0.03%
1,118
+215
195
$54K 0.03%
1,265
+257
196
$54K 0.03%
517
+2
197
$54K 0.03%
800
198
$52K 0.03%
1,453
+5
199
$51K 0.03%
1,780
200
$51K 0.03%
1,062
6 7
8
9 10