GVAG

Great Valley Advisor Group Portfolio holdings

AUM $4.99B
1-Year Est. Return 17.18%
This Quarter Est. Return
1 Year Est. Return
+17.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$268M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.05%
2 Technology 6.57%
3 Healthcare 4.69%
4 Industrials 4.05%
5 Consumer Discretionary 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$141K 0.05%
+11,034
227
$123K 0.05%
+10,500
228
$84K 0.03%
+11,639
229
$78K 0.03%
+3,745
230
$60K 0.02%
+10,267
231
$35K 0.01%
+2,443
232
$9K ﹤0.01%
+1,500