GAA
Global Assets Advisory Portfolio holdings
AUM
$336M
1-Year Est. Return
24.71%
1 Year Est. Return
+24.71%
AUM
$256M
AUM Growth
-$275M
(-52%)
Holding
301
Top Buys
| 1 | +$2.63M | |
| 2 | +$1.61M | |
| 3 | +$1.58M | |
| 4 |
Target
TGT
|
+$1.46M |
| 5 |
Vanguard Total Bond Market
BND
|
+$995K |
Top Sells
| 1 | +$27.5M | |
| 2 | +$23.3M | |
| 3 | +$14.5M | |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$11.7M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$11.3M |
Sector Composition
| 1 | Technology | 20.8% |
| 2 | Financials | 6.8% |
| 3 | Consumer Discretionary | 6.36% |
| 4 | Communication Services | 5.32% |
| 5 | Energy | 4.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Trump Media & Technology Group
DJT
$3.09B
| – | – |
-10,530
|
|