GVAG

Great Valley Advisor Group Portfolio holdings

AUM $4.51B
1-Year Est. Return 15.05%
This Quarter Est. Return
1 Year Est. Return
+15.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.07B
AUM Growth
+$495M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Sector Composition

1 Technology 11.98%
2 Healthcare 4.24%
3 Consumer Discretionary 3.63%
4 Industrials 3.57%
5 Financials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
851
-16,900