GLA

Good Life Advisors Portfolio holdings

AUM $1.6B
1-Year Est. Return 15.83%
This Quarter Est. Return
1 Year Est. Return
+15.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 5.75%
2 Energy 5.6%
3 Consumer Staples 3.22%
4 Technology 3.05%
5 Industrials 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$203K 0.12%
+5,277
152
$203K 0.12%
+5,526
153
$202K 0.12%
+7,372
154
$167K 0.1%
+6,410
155
$144K 0.08%
+19,214
156
$122K 0.07%
+1,336
157
$111K 0.06%
+10,366
158
$68K 0.04%
+3,716
159
$66K 0.04%
+16,695