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
$81.9M
AUM Growth
-$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Sells

1 +$605K
2 +$593K
3 +$450K
4
EMN icon
Eastman Chemical
EMN
+$380K
5
TGT icon
Target
TGT
+$344K

Sector Composition

1 Technology 16.34%
2 Healthcare 12.49%
3 Industrials 9.55%
4 Financials 8.55%
5 Communication Services 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,681
127
-711
128
-3,661
129
-1,500