GPA
Garrison Point Advisors Portfolio holdings
AUM
$218M
This Quarter Return
+6.17%
1 Year Return
+16.83%
3 Year Return
+73.96%
5 Year Return
+127.99%
10 Year Return
–
AUM
$129M
AUM Growth
+$129M
(+3.6%)
Cap. Flow
-$2.08M
Cap. Flow
% of AUM
-1.62%
Top 10 Holdings %
Top 10 Hldgs %
23.96%
Holding
142
New
3
Increased
14
Reduced
63
Closed
1
Top Buys
| 1 |
Exxon Mobil
XOM
|
$263K |
| 2 |
Lowe's Companies
LOW
|
$230K |
| 3 |
3M
MMM
|
$206K |
| 4 |
Oneok
OKE
|
$35.4K |
| 5 |
iShares Global Clean Energy ETF
ICLN
|
$30.9K |
Top Sells
| 1 |
TriCo Bancshares
TCBK
|
$474K |
| 2 |
XYZ
Block, Inc.
XYZ
|
$387K |
| 3 |
Acadia Pharmaceuticals
ACAD
|
$242K |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$140K |
| 5 |
Apple
AAPL
|
$133K |
Sector Composition
| 1 | Technology | 17.49% |
| 2 | Healthcare | 10.41% |
| 3 | Industrials | 10.16% |
| 4 | Financials | 8.94% |
| 5 | Communication Services | 7.12% |
