GPA
Garrison Point Advisors Portfolio holdings
AUM
$218M
This Quarter Return
+0.09%
1 Year Return
+16.83%
3 Year Return
+73.96%
5 Year Return
+127.99%
10 Year Return
–
AUM
$211M
AUM Growth
+$211M
(+30%)
Cap. Flow
+$51.3M
Cap. Flow
% of AUM
24.34%
Top 10 Holdings %
Top 10 Hldgs %
37.13%
Holding
165
New
19
Increased
45
Reduced
36
Closed
4
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$9.53M |
| 2 |
Microsoft
MSFT
|
$7.46M |
| 3 |
Apple
AAPL
|
$6.04M |
| 4 |
Oracle
ORCL
|
$5.87M |
| 5 |
Procter & Gamble
PG
|
$3.85M |
Top Sells
| 1 |
Hershey
HSY
|
$265K |
| 2 |
NVIDIA
NVDA
|
$249K |
| 3 |
SBA Communications
SBAC
|
$232K |
| 4 |
Eastman Chemical
EMN
|
$217K |
| 5 |
Walt Disney
DIS
|
$216K |
Sector Composition
| 1 | Technology | 25.29% |
| 2 | Financials | 11.17% |
| 3 | Healthcare | 9.59% |
| 4 | Industrials | 7.93% |
| 5 | Consumer Staples | 6.83% |
