GFA

Gladwyn Financial Advisors Portfolio holdings

AUM $144M
1-Year Est. Return 13.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$318K
2
+$301K
3
+$284K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$236K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$219K

Top Sells

1
+$16.9K
2
+$4.13K
3
+$3.46K

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
$13.6K 0.01%
186
77
$13K 0.01%
512
78
$8.88K 0.01%
220
+2
79
$5.79K ﹤0.01%
72
80
$4.07K ﹤0.01%
45
81
$2.89K ﹤0.01%
100
82
$2.52K ﹤0.01%
37
83
$2.46K ﹤0.01%
100
84
$1.49K ﹤0.01%
6
85
$685 ﹤0.01%
43
86
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