GPA
Garrison Point Advisors Portfolio holdings
AUM
$218M
This Quarter Return
-0.73%
1 Year Return
+16.83%
3 Year Return
+73.96%
5 Year Return
+127.99%
10 Year Return
–
AUM
$206M
AUM Growth
+$206M
(-2.2%)
Cap. Flow
+$64.7K
Cap. Flow
% of AUM
0.03%
Top 10 Holdings %
Top 10 Hldgs %
35.2%
Holding
166
New
5
Increased
54
Reduced
60
Closed
4
Top Buys
| 1 |
Bank of America
BAC
|
$336K |
| 2 |
GE Aerospace
GE
|
$254K |
| 3 |
Schwab International Equity ETF
SCHF
|
$252K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$248K |
| 5 |
Altria Group
MO
|
$240K |
Top Sells
| 1 |
Apple
AAPL
|
$321K |
| 2 |
Avantis Real Estate ETF
AVRE
|
$266K |
| 3 |
Skyworks Solutions
SWKS
|
$257K |
| 4 |
NVIDIA
NVDA
|
$240K |
| 5 |
Vanguard Consumer Discretionary ETF
VCR
|
$218K |
Sector Composition
| 1 | Technology | 22.32% |
| 2 | Financials | 12.74% |
| 3 | Healthcare | 10.01% |
| 4 | Industrials | 7.89% |
| 5 | Consumer Staples | 7.48% |
