GPA

Garrison Point Advisors Portfolio holdings

AUM $218M
1-Year Est. Return 16.83%
This Quarter Est. Return
1 Year Est. Return
+16.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$81M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.92M
3
+$1.91M
4
AAPL icon
Apple
AAPL
+$1.84M
5
AMZN icon
Amazon
AMZN
+$1.82M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.27%
2 Healthcare 12.19%
3 Financials 10.16%
4 Industrials 9.97%
5 Communication Services 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$387K 0.48%
+1,479
77
$377K 0.47%
+3,955
78
$373K 0.46%
+5,570
79
$370K 0.46%
+8,900
80
$366K 0.45%
+4,375
81
$362K 0.45%
+2,710
82
$358K 0.44%
+10,835
83
$353K 0.44%
+5,908
84
$352K 0.43%
+6,305
85
$352K 0.43%
+5,250
86
$351K 0.43%
+5,449
87
$350K 0.43%
+4,790
88
$332K 0.41%
+1,976
89
$328K 0.4%
+9,890
90
$325K 0.4%
+8,534
91
$322K 0.4%
+7,808
92
$317K 0.39%
+14,722
93
$316K 0.39%
+4,243
94
$297K 0.37%
+6,006
95
$292K 0.36%
+2,688
96
$291K 0.36%
+9,357
97
$282K 0.35%
+5,420
98
$279K 0.34%
+5,244
99
$270K 0.33%
+2,759
100
$263K 0.32%
+3,900
1 2 3
4
5