GPI

General Partner Inc Portfolio holdings

AUM $182M
1-Year Est. Return 16.67%
This Quarter Est. Return
1 Year Est. Return
+16.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$6.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$115K
2
+$23.1K

Top Sells

1
+$1.01M
2
+$912K
3
+$400K
4
AMZN icon
Amazon
AMZN
+$382K
5
MCO icon
Moody's
MCO
+$174K

Sector Composition

1 Financials 26.9%
2 Technology 24.74%
3 Consumer Discretionary 7.58%
4 Communication Services 6.09%
5 Healthcare 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$121K 0.1%
1,200
77
$115K 0.1%
+2,000
78
$114K 0.09%
2,508
79
$112K 0.09%
623
80
$110K 0.09%
1,061
81
$107K 0.09%
600
82
$104K 0.09%
475
83
$103K 0.09%
418
84
$102K 0.09%
1,601
85
$99.9K 0.08%
691
86
$96.4K 0.08%
1,500
87
$90K 0.08%
341
88
$86.9K 0.07%
2,368
89
$81.7K 0.07%
332
90
$75.9K 0.06%
1,570
91
$70.6K 0.06%
740
92
$67.7K 0.06%
2,940
93
$63.8K 0.05%
2,000
94
$55.2K 0.05%
711
95
$53.8K 0.04%
600
96
$52.1K 0.04%
2,000
97
$48.5K 0.04%
200
98
$34.4K 0.03%
175
99
$33.7K 0.03%
250
100
$33.3K 0.03%
75
2 3
4
5 6