GAG
GM Advisory Group Portfolio holdings
AUM
$2.02B
This Quarter Return
-2.82%
1 Year Return
+15.74%
3 Year Return
+50.34%
5 Year Return
+94.4%
10 Year Return
+202.31%
AUM
$1.22B
AUM Growth
+$1.22B
(+1.3%)
Cap. Flow
+$53.1M
Cap. Flow
% of AUM
4.34%
Top 10 Holdings %
Top 10 Hldgs %
62.9%
Holding
200
New
8
Increased
73
Reduced
60
Closed
8
Top Buys
Top Sells
| 1 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$34.5M |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$13.2M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$3.93M |
| 4 |
NVIDIA
NVDA
|
$828K |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$534K |
Sector Composition
| 1 | Technology | 6.46% |
| 2 | Financials | 2.54% |
| 3 | Healthcare | 2.35% |
| 4 | Consumer Discretionary | 1.94% |
| 5 | Communication Services | 1.55% |
