GPA

Garrison Point Advisors Portfolio holdings

AUM $226M
1-Year Est. Return 20.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
-$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$75.7K
2 +$68.7K
3 +$34.9K
4
SMRT icon
SmartRent
SMRT
+$34.3K
5
XYL icon
Xylem
XYL
+$33.5K

Top Sells

1 +$956K
2 +$358K
3 +$260K
4
ROG icon
Rogers Corp
ROG
+$243K
5
IYR icon
iShares US Real Estate ETF
IYR
+$227K

Sector Composition

1 Technology 17.66%
2 Healthcare 11.62%
3 Industrials 10.02%
4 Financials 7.32%
5 Consumer Staples 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-28,800
152
-1,622