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
$266M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$21.9M
2 +$13.4M
3 +$2.17M
4
AXP icon
American Express
AXP
+$1.47M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.31M

Top Sells

1 +$4.82M
2 +$3.03M
3 +$2.05M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.04M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.43M

Sector Composition

1 Communication Services 3.71%
2 Financials 3.28%
3 Technology 2.39%
4 Energy 0.88%
5 Industrials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$249K 0.09%
+84,434
52
-36,047
53
-18,690
54
-10,584
55
-24,016