GMA
Glassy Mountain Advisors Portfolio holdings
AUM
$311M
This Quarter Return
+9.65%
1 Year Return
+15.76%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$194M
AUM Growth
–
Cap. Flow
+$194M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
45.72%
Holding
66
New
66
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$13.6M |
| 2 |
Microsoft
MSFT
|
$11.3M |
| 3 |
Lowe's Companies
LOW
|
$9.7M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$9.21M |
| 5 |
Applied Materials
AMAT
|
$8.32M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 23.29% |
| 2 | Consumer Discretionary | 14.46% |
| 3 | Financials | 13.08% |
| 4 | Communication Services | 11.79% |
| 5 | Industrials | 10.21% |
