GFA
Gladwyn Financial Advisors Portfolio holdings
AUM
$139M
1 Year Est. Return
–
AUM
$139M
AUM Growth
+$10.1M
(+7.8%)
Holding
86
Top Buys
| 1 | +$327K | |
| 2 | +$309K | |
| 3 | +$289K | |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$238K |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$220K |
Sector Composition
| 1 | Industrials | 2.23% |
| 2 | Consumer Staples | 0.73% |
| 3 | Utilities | 0.69% |
| 4 | Financials | 0.54% |
| 5 | Technology | 0.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Solventum
SOLV
$12.4B
| $13.6K | 0.01% |
186
|
|
||
77
Pfizer
PFE
$141B
| $13K | 0.01% |
512
|
|
||
78
Lincoln National
LNC
$7.57B
| $8.88K | 0.01% |
220
+2
|
|
||
79
iShares Morningstar Mid-Cap Value ETF
IMCV
$847M
| $5.79K | ﹤0.01% |
72
|
|
||
80
iShares Morningstar Value ETF
ILCV
$1.13B
| $4.07K | ﹤0.01% |
45
|
|
||
81
Carnival Corp
CCL
$38.6B
| $2.89K | ﹤0.01% |
100
|
|
||
82
iShares MSCI Emerging Markets ex China ETF
EMXC
$14B
| $2.52K | ﹤0.01% |
37
|
|
||
83
Norwegian Cruise Line
NCLH
$10.7B
| $2.46K | ﹤0.01% |
100
|
|
||
84
Vanguard Mega Cap 300 Index ETF
MGC
$8.36B
| $1.49K | ﹤0.01% |
6
|
|
||
85
Chemours
CC
$2.1B
| $685 | ﹤0.01% |
43
|
|
||
86
NVIDIA
NVDA
$4.53T
| – | – |
-22
|
|