GA
Geller Advisors Portfolio holdings
AUM
$1.52B
1-Year Est. Return
20.7%
This Fund
S&P 500
1 Year Est. Return
+20.7%
AUM
$1.52B
AUM Growth
+$75.7M
(+5.2%)
Holding
276
Top Buys
| 1 | +$46.6M | |
| 2 | +$36.7M | |
| 3 | +$11.6M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$971K |
| 5 |
Brown & Brown
BRO
|
+$802K |
Top Sells
| 1 | +$15.2M | |
| 2 | +$4.12M | |
| 3 | +$2.96M | |
| 4 |
NVIDIA
NVDA
|
+$1.46M |
| 5 |
Broadcom
AVGO
|
+$1.06M |
Sector Composition
| 1 | Technology | 4.5% |
| 2 | Financials | 2.78% |
| 3 | Healthcare | 1.47% |
| 4 | Communication Services | 1.44% |
| 5 | Consumer Discretionary | 1.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
J.M. Smucker
SJM
$11.9B
| – | – |
-2,023
|
|