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
1
$7.9M 4.59%
128,921
-435
2
$7.85M 4.56%
100,000
3
$7.54M 4.39%
153,509
-1,844
4
$7.31M 4.25%
275,416
+6,849
5
$7.06M 4.11%
47,475
-10,097
6
$6.91M 4.02%
136,246
-1,469
7
$6.71M 3.91%
100,625
+556
8
$6.11M 3.55%
88,526
+14,448
9
$5.96M 3.47%
84,386
-16,697
10
$4.38M 2.54%
58,245
-11,735
11
$4.23M 2.46%
97,696
+23,830
12
$4.2M 2.44%
209,440
-32,060
13
$3.78M 2.2%
134,881
+35,648
14
$3.76M 2.18%
144,697
+39,530
15
$3.73M 2.17%
20,791
-697
16
$3.72M 2.16%
92,813
+25,736
17
$3.33M 1.94%
70,567
-23,994
18
$3.08M 1.79%
63,280
-686
19
$2.88M 1.68%
70,104
+25,365
20
$2.73M 1.59%
85,148
-26,434
21
$2.65M 1.54%
55,377
-16,698
22
$2.28M 1.33%
32,031
+14,554
23
$2.13M 1.24%
71,724
-3,964
24
$1.98M 1.15%
156,413
-18,399
25
$1.98M 1.15%
35,767
+879
1
2 3 4 5