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
101
$73.5K 0.04%
+485
102
$71.4K 0.04%
+969
103
$70.8K 0.04%
+600
104
$70.1K 0.04%
+2,065
105
$69.5K 0.04%
+400
106
$68.2K 0.04%
+422
107
$68.1K 0.04%
+104
108
$64.3K 0.04%
+150
109
$63.7K 0.04%
+454
110
$61.3K 0.03%
+1,573
111
$61.3K 0.03%
+3,806
112
$60.1K 0.03%
+396
113
$58.3K 0.03%
+1,750
114
$52.7K 0.03%
+1,169
115
$52K 0.03%
+288
116
$51.5K 0.03%
+158
117
$49.9K 0.03%
+731
118
$48.9K 0.03%
+200
119
$47.2K 0.03%
+571
120
$46.1K 0.03%
+215
121
$45.6K 0.03%
+499
122
$44.4K 0.02%
+1,231
123
$43.9K 0.02%
+400
124
$41.5K 0.02%
+1,658
125
$39.9K 0.02%
+1,388
3 4
5
6 7