GMA

Glassy Mountain Advisors Portfolio holdings

AUM $311M
1-Year Est. Return 15.76%
This Quarter Est. Return
1 Year Est. Return
+15.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1 +$10.2M
2 +$9.53M
3 +$8.61M
4
URI icon
United Rentals
URI
+$8.44M
5
LOW icon
Lowe's Companies
LOW
+$7.69M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.39%
2 Financials 14.72%
3 Consumer Discretionary 13.37%
4 Healthcare 9.86%
5 Industrials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$976 ﹤0.01%
+16
227
$467 ﹤0.01%
+42