GIA
Gladstone Institutional Advisory Portfolio holdings
AUM
$2.6B
1-Year Est. Return
21.08%
1 Year Est. Return
+21.08%
AUM
$2.6B
AUM Growth
+$176M
(+7.3%)
Holding
827
Top Buys
| 1 | +$15.7M | |
| 2 | +$4.83M | |
| 3 | +$4.04M | |
| 4 |
Agnico Eagle Mines
AEM
|
+$3.85M |
| 5 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$3.06M |
Top Sells
| 1 | +$14.3M | |
| 2 | +$6.67M | |
| 3 | +$4.04M | |
| 4 |
Robinhood
HOOD
|
+$3.33M |
| 5 |
FEBU
AllianzIM U.S. Equity Buffer15 Uncapped Feb ETF
FEBU
|
+$2.74M |
Sector Composition
| 1 | Technology | 12.71% |
| 2 | Financials | 5.12% |
| 3 | Industrials | 4.43% |
| 4 | Consumer Discretionary | 4.03% |
| 5 | Communication Services | 3.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
826
ATI
ATI
$12.3B
| – | – |
-5,432
|
|
||
827
Airbnb
ABNB
$78.4B
| – | – |
-1,701
|
|