GA

Gateway Advisory Portfolio holdings

AUM $620M
1-Year Est. Return 19.58%
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
+$48.8M
2
+$3.33M
3
+$2.64M
4
GE icon
GE Aerospace
GE
+$794K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$684K

Top Sells

1
+$54.3M
2
+$302K
3
+$238K
4
BABA icon
Alibaba
BABA
+$233K
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
– –
-17,000
1 2 3
4