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
$589M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Sells

1 +$10.2M
2 +$8.72M
3 +$3.52M
4
LBAI
Lakeland Bancorp Inc
LBAI
+$855K
5
MLN icon
VanEck Long Muni ETF
MLN
+$801K

Sector Composition

1 Financials 9.25%
2 Technology 6.97%
3 Industrials 2.58%
4 Consumer Discretionary 2.01%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LBAI
151
DELISTED
Lakeland Bancorp Inc
LBAI
-70,637