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
$513M
AUM Growth
+$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1 +$6.99M
2 +$4.78M
3 +$1.66M
4
ZD icon
Ziff Davis
ZD
+$1.34M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$333K

Top Sells

1 +$3.45M
2 +$1.51M
3 +$857K
4
OPRX icon
OptimizeRx
OPRX
+$609K
5
VB icon
Vanguard Small-Cap ETF
VB
+$449K

Sector Composition

1 Technology 5.09%
2 Communication Services 4.29%
3 Financials 3.44%
4 Healthcare 2.9%
5 Real Estate 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$206K 0.04%
+902
177
$200K 0.04%
+795
178
-1,645