GBA

Garrison Bradford & Associates Portfolio holdings

AUM $90.3M
1-Year Est. Return 12.28%
This Quarter Est. Return
1 Year Est. Return
+12.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.3M
AUM Growth
+$2.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$3.14M
2 +$1.16M
3 +$237K
4
WD icon
Walker & Dunlop
WD
+$113K
5
BXMT icon
Blackstone Mortgage Trust
BXMT
+$72.7K

Top Sells

1 +$3.59M
2 +$1.19M
3 +$232K
4
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$108K
5
UNH icon
UnitedHealth
UNH
+$58.2K

Sector Composition

1 Healthcare 35.11%
2 Financials 14.64%
3 Industrials 12.91%
4 Consumer Discretionary 12.58%
5 Consumer Staples 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$41K 0.04%
1,667
52
-1,100
53
-60,600