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GIA
Gladstone Institutional Advisory Portfolio holdings
AUM
$2.7B
1-Year Est. Return
23.82%
This Fund
S&P 500
1 Year Est. Return
+23.82%
AUM
$2.16B
AUM Growth
+$108M
(+5.3%)
Holding
754
Top Buys
| 1 | +$8.37M | |
| 2 | +$7.73M | |
| 3 | +$6.81M | |
| 4 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$6.39M |
| 5 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$5.91M |
Top Sells
| 1 | +$11.7M | |
| 2 | +$8.36M | |
| 3 | +$7.17M | |
| 4 |
First Trust Smith Opportunistic Fixed Income ETF
FIXD
|
+$6.38M |
| 5 |
Simplify Short Term Treasury Futures Strategy ETF
TUA
|
+$4.14M |
Sector Composition
| 1 | Technology | 11.51% |
| 2 | Financials | 4.74% |
| 3 | Industrials | 4.74% |
| 4 | Consumer Discretionary | 4.08% |
| 5 | Healthcare | 3.7% |