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
176
$250K 0.02%
+2,211
177
$242K 0.02%
+949
178
$236K 0.02%
+2,901
179
$233K 0.02%
+4,191
180
$233K 0.02%
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181
$233K 0.02%
6,960
-42,550
182
$229K 0.02%
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183
$223K 0.02%
+244
184
$222K 0.02%
8,050
185
$222K 0.02%
7,250
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186
$222K 0.02%
2,414
-8,645
187
$222K 0.02%
4,282
-6,661
188
$217K 0.02%
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189
$211K 0.02%
3,378
190
$206K 0.02%
+3,542
191
$200K 0.02%
+3,265
192
$194K 0.02%
10,831
193
$171K 0.02%
17,000
194
$167K 0.01%
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195
$116K 0.01%
19,057
+7,290
196
$94K 0.01%
+17,400
197
$82K 0.01%
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198
$70K 0.01%
200
199
– –
0
200
$33K ﹤0.01%
+13,000
5 6 7
8
9