GPI

General Partner Inc Portfolio holdings

AUM $176M
1-Year Est. Return 19.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1 +$786K
2 +$428K
3 +$204K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$9.89K

Top Sells

1 +$1.27M
2 +$315K
3 +$295K
4
MDLZ icon
Mondelez International
MDLZ
+$264K
5
MSFT icon
Microsoft
MSFT
+$255K

Sector Composition

1 Financials 24.16%
2 Technology 20.75%
3 Communication Services 7.53%
4 Consumer Discretionary 5.66%
5 Consumer Staples 4.07%