GA
Geller Advisors Portfolio holdings
AUM
$1.52B
This Quarter Return
+5.66%
1 Year Return
+20.7%
3 Year Return
+20.44%
5 Year Return
+77.4%
10 Year Return
+246.37%
AUM
$118M
AUM Growth
–
Cap. Flow
+$118M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
96.03%
Holding
21
New
21
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$63.3M |
| 2 |
Boston Scientific
BSX
|
$25.6M |
| 3 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$10.1M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$3.68M |
| 5 |
iShares S&P 100 ETF
OEF
|
$3.09M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 24.4% |
| 2 | Energy | 1.05% |
| 3 | Financials | 0.39% |
| 4 | Industrials | 0.31% |
| 5 | Utilities | 0.29% |
