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
$112M
AUM Growth
-$7.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$367K

Top Sells

1 +$829K
2 +$777K
3 +$387K
4
T icon
AT&T
T
+$290K
5
SBUX icon
Starbucks
SBUX
+$183K

Sector Composition

1 Financials 28.99%
2 Technology 23.42%
3 Communication Services 6.89%
4 Consumer Discretionary 6.74%
5 Healthcare 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$2.63K ﹤0.01%
244