GAG
GM Advisory Group Portfolio holdings
AUM
$2.02B
This Quarter Return
+6.38%
1 Year Return
+15.74%
3 Year Return
+50.34%
5 Year Return
+94.4%
10 Year Return
+202.31%
AUM
$1.1B
AUM Growth
+$1.1B
(+17%)
Cap. Flow
+$109M
Cap. Flow
% of AUM
9.95%
Top 10 Holdings %
Top 10 Hldgs %
62.11%
Holding
192
New
22
Increased
86
Reduced
43
Closed
7
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$25.5M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$21.1M |
| 3 |
iShares Gold Trust
IAU
|
$13.5M |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
$13.4M |
| 5 |
iShares Expanded Tech Sector ETF
IGM
|
$12.2M |
Top Sells
Sector Composition
| 1 | Technology | 6.12% |
| 2 | Financials | 2.5% |
| 3 | Consumer Discretionary | 2% |
| 4 | Healthcare | 1.96% |
| 5 | Communication Services | 1.55% |
