GAG

GM Advisory Group Portfolio holdings

AUM $2.02B
1-Year Est. Return 15.74%
This Quarter Est. Return
1 Year Est. Return
+15.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1 +$20M
2 +$19.4M
3 +$9.49M
4
BKAG icon
BNY Mellon Core Bond ETF
BKAG
+$8.41M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$6.32M

Top Sells

1 +$18.6M
2 +$17.6M
3 +$7.64M
4
AON icon
Aon
AON
+$4.25M
5
PYPL icon
PayPal
PYPL
+$1.99M

Sector Composition

1 Technology 8.67%
2 Financials 4.63%
3 Healthcare 2.63%
4 Consumer Discretionary 2.08%
5 Communication Services 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$12.4K ﹤0.01%
667
252
$2.15K ﹤0.01%
+3
253
-4,983
254
-2,700
255
-1,680
256
-13,084
257
-22,045
258
-1,968
259
-4,555
260
-7,220
261
-10,200
262
-2,307
263
-6,886
264
-4,850
265
-7,270
266
-16,339
267
-2,000
268
-4,278
269
-4,184