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
$129M
AUM Growth
-$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$66.1K
2 +$64.6K
3 +$33.6K
4
XYL icon
Xylem
XYL
+$29.6K
5
SMRT icon
SmartRent
SMRT
+$26.4K

Top Sells

1 +$956K
2 +$358K
3 +$252K
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