GA
GSG Advisors Portfolio holdings
AUM
$378M
1-Year Est. Return
21.57%
1 Year Est. Return
+21.57%
AUM
$378M
AUM Growth
+$32.9M
(+9.5%)
Holding
129
Top Buys
| 1 | +$609K | |
| 2 | +$500K | |
| 3 | +$434K | |
| 4 |
Wells Fargo
WFC
|
+$372K |
| 5 |
Chevron
CVX
|
+$219K |
Top Sells
| 1 | +$595K | |
| 2 | +$512K | |
| 3 | +$451K | |
| 4 |
Astera Labs
ALAB
|
+$413K |
| 5 |
First Trust Smith Unconstrained Bond ETF
UCON
|
+$314K |
Sector Composition
| 1 | Technology | 14.15% |
| 2 | Communication Services | 3.34% |
| 3 | Financials | 2.48% |
| 4 | Consumer Discretionary | 2.28% |
| 5 | Healthcare | 0.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Compugen
CGEN
$141M
| $16.4K | ﹤0.01% |
10,245
|
|
||
127
Accenture
ACN
$162B
| – | – |
-704
|
|
||
|
FISV
128
Fiserv Inc
FISV
$34B
| – | – |
-1,194
|
|
||
129
Lincoln National
LNC
$7.78B
| – | – |
-9,066
|
|