GA
Geller Advisors Portfolio holdings
AUM
$1.52B
This Quarter Return
+12.32%
1 Year Return
+20.7%
3 Year Return
+20.44%
5 Year Return
+77.4%
10 Year Return
+246.37%
AUM
$398M
AUM Growth
+$398M
(+13%)
Cap. Flow
+$8.99M
Cap. Flow
% of AUM
2.26%
Top 10 Holdings %
Top 10 Hldgs %
87.76%
Holding
123
New
41
Increased
1
Reduced
3
Closed
4
Top Buys
| 1 |
Tesla
TSLA
|
$586K |
| 2 |
Broadcom
AVGO
|
$503K |
| 3 |
Nike
NKE
|
$497K |
| 4 |
Vanguard Russell 2000 ETF
VTWO
|
$442K |
| 5 |
Aptiv
APTV
|
$396K |
Top Sells
| 1 |
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
|
$660K |
| 2 |
AT&T
T
|
$392K |
| 3 |
SAP
SAP
|
$352K |
| 4 |
Starbucks
SBUX
|
$327K |
| 5 |
Consolidated Edison
ED
|
$215K |
Sector Composition
| 1 | Technology | 4.25% |
| 2 | Healthcare | 2.4% |
| 3 | Financials | 2.18% |
| 4 | Communication Services | 1.85% |
| 5 | Consumer Discretionary | 1.72% |
