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
$101M
AUM Growth
+$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$328K
2 +$267K
3 +$221K
4
AEP icon
American Electric Power
AEP
+$217K
5
SHOP icon
Shopify
SHOP
+$212K

Top Sells

1 +$241K
2 +$211K
3 +$208K
4
GE icon
GE Aerospace
GE
+$201K
5
MSFT icon
Microsoft
MSFT
+$198K

Sector Composition

1 Technology 14.01%
2 Healthcare 10.88%
3 Industrials 10.61%
4 Financials 9.51%
5 Communication Services 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
0
127
$16K 0.02%
56
128
-2,653
129
-3,847
130
-575
131
-985