GPA
Garrison Point Advisors Portfolio holdings
AUM
$218M
This Quarter Return
-13%
1 Year Return
+16.83%
3 Year Return
+73.96%
5 Year Return
+127.99%
10 Year Return
–
AUM
$81M
AUM Growth
–
Cap. Flow
+$81M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
21.97%
Holding
120
New
120
Increased
–
Reduced
–
Closed
–
Top Buys
1 |
Microsoft
MSFT
|
$2.27M |
2 |
Chevron
CVX
|
$1.92M |
3 |
Johnson & Johnson
JNJ
|
$1.91M |
4 |
Apple
AAPL
|
$1.84M |
5 |
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% |