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
201
$50K 0.03%
1,898
+35
202
$50K 0.03%
1,000
203
$49K 0.03%
1,175
204
$49K 0.03%
1,054
-751
205
$48K 0.03%
700
206
$46K 0.03%
3,000
207
$45K 0.03%
500
-500
208
$44K 0.03%
370
-250
209
$43K 0.03%
500
210
$42K 0.02%
554
211
$42K 0.02%
404
+2
212
$40K 0.02%
1,548
213
$39K 0.02%
720
214
$39K 0.02%
3,038
215
$37K 0.02%
936
216
$37K 0.02%
850
217
$36K 0.02%
660
218
$36K 0.02%
1,672
219
$34K 0.02%
626
220
$34K 0.02%
2,642
-661
221
$34K 0.02%
2,130
-2,000
222
$33K 0.02%
787
223
$33K 0.02%
1,900
-1,000
224
$33K 0.02%
100
225
$33K 0.02%
622
-20,649
7 8
9
10 11