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
$114M
AUM Growth
+$5.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$321K
3
+$150K
4
MSFT icon
Microsoft
MSFT
+$146K
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$120K

Top Sells

1
+$102K
2
+$98.1K
3
+$92.8K
4
PCAR icon
PACCAR
PCAR
+$92K
5
IQV icon
IQVIA
IQV
+$89.5K

Sector Composition

1 Financials 26.62%
2 Technology 23.91%
3 Consumer Discretionary 7.82%
4 Communication Services 5.86%
5 Healthcare 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
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