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
$537M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$34.6M
2
+$24.4M
3
+$2.42M
4
AMZN icon
Amazon
AMZN
+$1.69M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.66M

Top Sells

1
+$6.99M
2
+$4.99M
3
+$3.6M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1M
5
OPRX icon
OptimizeRx
OPRX
+$634K

Sector Composition

1 Technology 5.13%
2 Communication Services 3.98%
3 Financials 3.17%
4 Healthcare 2.45%
5 Consumer Discretionary 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.1M 0.21%
3,121
-2,845
27
$1.1M 0.2%
17,470
-250
28
$1.05M 0.2%
2,919
-165
29
$1.03M 0.19%
12,416
+1,319
30
$1.02M 0.19%
+6,768
31
$999K 0.19%
3,338
+1,998
32
$954K 0.18%
7,000
+2,516
33
$942K 0.18%
27,565
+125
34
$894K 0.17%
1,753
-106
35
$874K 0.16%
1,980
+2
36
$868K 0.16%
3,811
-500
37
$841K 0.16%
1,460
+907
38
$840K 0.16%
5,020
+193
39
$838K 0.16%
40,023
40
$824K 0.15%
6,961
+167
41
$775K 0.14%
2,298
+234
42
$721K 0.13%
14,145
-606
43
$703K 0.13%
1,713
+873
44
$692K 0.13%
+22,600
45
$690K 0.13%
1,168
-5
46
$656K 0.12%
14,019
-899
47
$645K 0.12%
11,572
+3,234
48
$643K 0.12%
2,246
+10
49
$600K 0.11%
2,897
-447
50
$573K 0.11%
2,698
+108
1
2
3 4 5