GAG
GM Advisory Group Portfolio holdings
AUM
$2.02B
This Quarter Return
+7.58%
1 Year Return
+15.74%
3 Year Return
+50.34%
5 Year Return
+94.4%
10 Year Return
+202.31%
AUM
$97.2M
AUM Growth
–
Cap. Flow
+$97.2M
Cap. Flow
% of AUM
99.91%
Top 10 Holdings %
Top 10 Hldgs %
73.27%
Holding
69
New
66
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$15.2M |
| 2 |
SPDR S&P Dividend ETF
SDY
|
$11.7M |
| 3 |
iShares S&P 100 ETF
OEF
|
$9.73M |
| 4 |
Invesco Senior Loan ETF
BKLN
|
$8.99M |
| 5 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$8.44M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 7.52% |
| 2 | Healthcare | 4.83% |
| 3 | Energy | 3.92% |
| 4 | Technology | 3.46% |
| 5 | Consumer Staples | 2.57% |
