GAG

GM Advisory Group Portfolio holdings

AUM $2.55B
1-Year Est. Return 18.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.93%
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
+$35M
2
+$24.6M
3
+$14.8M
4
CRPT icon
First Trust SkyBridge Crypto Industry and Digital Economy ETF
CRPT
+$11.7M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$9.23M

Top Sells

1
+$44.9M
2
+$18M
3
+$14.3M
4
IAU icon
iShares Gold Trust
IAU
+$7.43M
5
BABA icon
Alibaba
BABA
+$3.14M

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
201
$15K ﹤0.01%
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202
$12K ﹤0.01%
10,000
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