GFA
Gladwyn Financial Advisors Portfolio holdings
AUM
$129M
This Quarter Return
+6.51%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$129M
AUM Growth
–
Cap. Flow
+$129M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
57.15%
Holding
82
New
82
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Small-Cap Growth ETF
VBK
|
$9.77M |
| 2 |
Vanguard Mid-Cap Growth ETF
VOT
|
$9.66M |
| 3 |
Vanguard Small-Cap Value ETF
VBR
|
$9.63M |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
$9.2M |
| 5 |
Vanguard Mega Cap Value ETF
MGV
|
$7.01M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 2.11% |
| 2 | Consumer Staples | 0.82% |
| 3 | Utilities | 0.68% |
| 4 | Financials | 0.53% |
| 5 | Technology | 0.48% |
