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
$138M
AUM Growth
-$1.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Sells

1 +$236K
2 +$226K
3 +$220K
4
MSFT icon
Microsoft
MSFT
+$215K
5
MODG icon
Topgolf Callaway Brands
MODG
+$205K

Sector Composition

1 Technology 17.37%
2 Healthcare 10.41%
3 Industrials 9.53%
4 Financials 8.6%
5 Communication Services 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-6,950
152
-6,090