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
$1.12B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$24.5M
3
+$13.8M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$9.74M
5
CRPT icon
First Trust SkyBridge Crypto Industry and Digital Economy ETF
CRPT
+$9.45M

Top Sells

1
+$44.9M
2
+$19.1M
3
+$11.3M
4
IAU icon
iShares Gold Trust
IAU
+$7.56M
5
BABA icon
Alibaba
BABA
+$2.56M

Sector Composition

1 Technology 8.45%
2 Consumer Discretionary 4.48%
3 Communication Services 3.63%
4 Financials 2.88%
5 Healthcare 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.88M 0.35%
23,276
+478
52
$3.87M 0.34%
9,384
-3,972
53
$3.66M 0.33%
59,747
+2,922
54
$3.36M 0.3%
38,597
55
$2.9M 0.26%
16,995
-3
56
$2.81M 0.25%
135,453
+3,959
57
$2.79M 0.25%
10,091
+244
58
$2.72M 0.24%
5,418
+7
59
$2.69M 0.24%
68,893
+1,240
60
$2.61M 0.23%
60,303
+52,558
61
$2.58M 0.23%
13,667
-498
62
$2.57M 0.23%
12,344
+140
63
$2.55M 0.23%
16,930
-400
64
$2.49M 0.22%
15,208
+123
65
$2.31M 0.21%
19,652
+1,279
66
$2.14M 0.19%
12,501
-405
67
$2.13M 0.19%
3,542
+17
68
$2.12M 0.19%
6,003
+609
69
$2M 0.18%
91,153
70
$1.99M 0.18%
40,886
+166
71
$1.93M 0.17%
49,040
-5,950
72
$1.86M 0.17%
7,392
+164
73
$1.86M 0.17%
27,421
-762
74
$1.82M 0.16%
25,401
-267,367
75
$1.68M 0.15%
17,673
+310
1 2
3
4 5