GA

Geller Advisors Portfolio holdings

AUM $1.52B
1-Year Est. Return 20.7%
This Quarter Est. Return
1 Year Est. Return
+20.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$203K
2
+$79.5K
3
+$13.9K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$5.86K
5
GE icon
GE Aerospace
GE
+$151

Top Sells

1
+$6.15M
2
+$1.01M
3
+$612K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$542K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$232K

Sector Composition

1 Healthcare 40.73%
2 Industrials 0.49%
3 Utilities 0.42%
4 Communication Services 0.42%
5 Financials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-3,253
27
– –
-1,918
1
2