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
$834M
AUM Growth
+$87.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Sells

1 +$41.5M
2 +$14.6M
3 +$13.4M
4
AAPL icon
Apple
AAPL
+$4.52M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.6M

Sector Composition

1 Technology 7.77%
2 Consumer Discretionary 5.26%
3 Financials 3.95%
4 Communication Services 3.8%
5 Healthcare 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-534
202
-17,718
203
-2,943
204
-92,384
205
-4,265
206
-600
207
-3,669