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
$99.7M
AUM Growth
+$3.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Sells

1 +$264K
2 +$244K
3 +$226K
4
FDX icon
FedEx
FDX
+$206K
5
IYE icon
iShares US Energy ETF
IYE
+$206K

Sector Composition

1 Technology 14.82%
2 Healthcare 10.87%
3 Industrials 10.29%
4 Financials 9.63%
5 Communication Services 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$131K 0.13%
2,653
+220
127
0
128
$22K 0.02%
56
129
-1,370
130
-1,135
131
-5,715
132
-4,606
133
-5,778