GA

Gateway Advisory Portfolio holdings

AUM $620M
1-Year Est. Return 19.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$459M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$45.6M
2 +$3.64M
3 +$2.63M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$671K
5
GE icon
GE Aerospace
GE
+$661K

Top Sells

1 +$52.7M
2 +$302K
3 +$278K
4
FCCY
1st Constitution Bancorp
FCCY
+$224K
5
INTC icon
Intel
INTC
+$204K

Sector Composition

1 Technology 4.29%
2 Consumer Discretionary 2.02%
3 Financials 1.2%
4 Industrials 0.57%
5 Energy 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,836