GFA
Gladwyn Financial Advisors Portfolio holdings
AUM
$139M
1 Year Est. Return
–
AUM
$129M
AUM Growth
–
Holding
82
Top Buys
| 1 | +$9.77M | |
| 2 | +$9.66M | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Morningstar Value ETF
ILCV
$1.13B
| $3.76K | ﹤0.01% |
+45
|
|
||
77
NVIDIA
NVDA
$4.44T
| $3.46K | ﹤0.01% |
+22
|
|
||
78
Carnival Corp
CCL
$38.7B
| $2.81K | ﹤0.01% |
+100
|
|
||
79
iShares MSCI Emerging Markets ex China ETF
EMXC
$14B
| $2.36K | ﹤0.01% |
+37
|
|
||
80
Norwegian Cruise Line
NCLH
$10.7B
| $2.03K | ﹤0.01% |
+100
|
|
||
81
Vanguard Mega Cap 300 Index ETF
MGC
$8.36B
| $1.37K | ﹤0.01% |
+6
|
|
||
82
Chemours
CC
$2.08B
| $493 | ﹤0.01% |
+43
|
|