GAG
GM Advisory Group Portfolio holdings
AUM
$2.02B
This Quarter Return
+7.53%
1 Year Return
+15.74%
3 Year Return
+50.34%
5 Year Return
+94.4%
10 Year Return
+202.31%
AUM
$1.43B
AUM Growth
+$1.43B
(+7.7%)
Cap. Flow
+$50.9M
Cap. Flow
% of AUM
3.57%
Top 10 Holdings %
Top 10 Hldgs %
52.49%
Holding
230
New
31
Increased
111
Reduced
48
Closed
5
Top Buys
Top Sells
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$34.4M |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$11.9M |
| 3 |
iShares Gold Trust
IAU
|
$6.31M |
| 4 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$5.05M |
| 5 |
iShares Core Total USD Bond Market ETF
IUSB
|
$3.37M |
Sector Composition
| 1 | Technology | 8.39% |
| 2 | Healthcare | 3.14% |
| 3 | Financials | 3% |
| 4 | Consumer Discretionary | 2.29% |
| 5 | Communication Services | 2.26% |
