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
$133M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$522K
2 +$455K
3 +$452K
4
BA icon
Boeing
BA
+$399K
5
PANW icon
Palo Alto Networks
PANW
+$385K

Sector Composition

1 Technology 16.51%
2 Healthcare 11.44%
3 Industrials 10.17%
4 Financials 7.96%
5 Consumer Staples 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$202K 0.15%
+1,040
152
$202K 0.15%
12,105
-8,800
153
$200K 0.15%
+4,180
154
$193K 0.15%
10,270
155
$168K 0.13%
19,047
+4,697
156
-570