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
$541M
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1 +$32M
2 +$19.7M
3 +$16.7M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$10.6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.25M

Top Sells

1 +$9.66M
2 +$6.34M
3 +$4.56M
4
T icon
AT&T
T
+$1.69M
5
C icon
Citigroup
C
+$1.35M

Sector Composition

1 Technology 9.33%
2 Communication Services 5.25%
3 Consumer Discretionary 5.1%
4 Financials 4.28%
5 Healthcare 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
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180
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181
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182
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184
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185
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186
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188
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192
-5,549