GAG
GM Advisory Group Portfolio holdings
AUM
$2.02B
This Quarter Return
+3.05%
1 Year Return
+15.74%
3 Year Return
+50.34%
5 Year Return
+94.4%
10 Year Return
+202.31%
AUM
$318M
AUM Growth
+$318M
(+8.5%)
Cap. Flow
+$18.3M
Cap. Flow
% of AUM
5.76%
Top 10 Holdings %
Top 10 Hldgs %
54.6%
Holding
124
New
19
Increased
41
Reduced
33
Closed
9
Top Buys
| 1 |
iShares Core S&P US Growth ETF
IUSG
|
$13.6M |
| 2 |
USCR
U S Concrete, Inc.
USCR
|
$4.73M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$2.02M |
| 4 |
Philip Morris
PM
|
$1.94M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.92M |
Top Sells
Sector Composition
| 1 | Financials | 4.89% |
| 2 | Communication Services | 3.69% |
| 3 | Technology | 2.97% |
| 4 | Consumer Staples | 1.75% |
| 5 | Consumer Discretionary | 1.51% |
