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
151
$354K 0.03%
2,752
152
$344K 0.03%
4,383
153
$338K 0.03%
1,680
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154
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155
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156
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157
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158
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159
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160
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161
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162
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163
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164
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165
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166
$277K 0.02%
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167
$271K 0.02%
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168
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169
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170
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171
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172
$269K 0.02%
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173
$266K 0.02%
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174
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175
$252K 0.02%
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7
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