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
$176M
AUM Growth
+$1.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$277K
2
+$216K
3
+$215K
4
GE icon
GE Aerospace
GE
+$212K
5
IBM icon
IBM
IBM
+$209K

Top Sells

1
+$2.77M
2
+$1.48M
3
+$252K
4
CMD
Cantel Medical Corporation
CMD
+$195K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$105K

Sector Composition

1 Healthcare 41.48%
2 Technology 0.66%
3 Industrials 0.62%
4 Financials 0.6%
5 Communication Services 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$208K 0.12%
+3,300
27
$202K 0.12%
+12,883
28
– –
-4,500
1
2