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
$641M
AUM Growth
-$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Sector Composition

1 Technology 9.07%
2 Consumer Discretionary 3.59%
3 Healthcare 3.38%
4 Financials 3.31%
5 Communication Services 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-13,248
202
-13,288
203
-435,976
204
-5,332
205
-12,300
206
-60,003