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
$224M
AUM Growth
+$85.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$15.3M
2 +$12.4M
3 +$11.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10.9M
5
URI icon
United Rentals
URI
+$10.7M

Sector Composition

1 Technology 25.89%
2 Financials 13.23%
3 Consumer Discretionary 11.14%
4 Industrials 9.71%
5 Communication Services 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-19,063