GA
Geller Advisors Portfolio holdings
AUM
$1.52B
This Quarter Return
+9.52%
1 Year Return
+20.7%
3 Year Return
+20.44%
5 Year Return
+77.4%
10 Year Return
+246.37%
AUM
$230M
AUM Growth
+$230M
(+12%)
Cap. Flow
+$8.03M
Cap. Flow
% of AUM
3.49%
Top 10 Holdings %
Top 10 Hldgs %
95.48%
Holding
37
New
5
Increased
7
Reduced
2
Closed
4
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$22M |
| 2 |
iShares US Real Estate ETF
IYR
|
$10.4M |
| 3 |
Goldman Sachs JUST US Large Cap Equity ETF
JUST
|
$986K |
| 4 |
Cigna
CI
|
$288K |
| 5 |
Emerson Electric
EMR
|
$219K |
Top Sells
| 1 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
$23.2M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$2.31M |
| 3 |
Abbott
ABT
|
$226K |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
$223K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$209K |
Sector Composition
| 1 | Healthcare | 42.29% |
| 2 | Financials | 1.52% |
| 3 | Technology | 0.45% |
| 4 | Industrials | 0.39% |
| 5 | Consumer Discretionary | 0.22% |
