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
$1.22B
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Sells

1 +$34.5M
2 +$13.2M
3 +$3.93M
4
NVDA icon
NVIDIA
NVDA
+$828K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$534K

Sector Composition

1 Technology 6.46%
2 Financials 2.54%
3 Healthcare 2.35%
4 Consumer Discretionary 1.94%
5 Communication Services 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$505K 0.04%
7,270
+1,457
127
$495K 0.04%
4,945
128
$493K 0.04%
19,187
129
$475K 0.04%
4,907
+18
130
$473K 0.04%
2,875
-320
131
$460K 0.04%
7,736
-3,353
132
$453K 0.04%
2,564
+15
133
$449K 0.04%
13,320
+160
134
$446K 0.04%
2,919
-235
135
$445K 0.04%
25,166
136
$442K 0.04%
1,678
137
$437K 0.04%
1,606
+369
138
$433K 0.04%
6,672
+300
139
$413K 0.03%
9,000
-5,500
140
$410K 0.03%
7,520
141
$383K 0.03%
1,744
142
$364K 0.03%
12,500
143
$363K 0.03%
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144
$352K 0.03%
38,520
-617
145
$349K 0.03%
593
-1
146
$340K 0.03%
4,346
+1,411
147
$339K 0.03%
3,818
+10
148
$338K 0.03%
305
149
$335K 0.03%
2,266
150
$328K 0.03%
+4,845