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
126
$38.7K 0.02%
+190
127
$38.4K 0.02%
+496
128
$38.1K 0.02%
+400
129
$37.4K 0.02%
+750
130
$37K 0.02%
+1,399
131
$36.6K 0.02%
+437
132
$34.9K 0.02%
+370
133
$34.8K 0.02%
+197
134
$32.9K 0.02%
+2,951
135
$32.4K 0.02%
+397
136
$32.3K 0.02%
+217
137
$32.2K 0.02%
+347
138
$32.1K 0.02%
+345
139
$31.3K 0.02%
+153
140
$31.2K 0.02%
+300
141
$30.7K 0.02%
+387
142
$30K 0.02%
+95
143
$29.7K 0.02%
+214
144
$29.2K 0.02%
+855
145
$28.1K 0.02%
+153
146
$27.9K 0.02%
+130
147
$27.7K 0.02%
+252
148
$27.7K 0.02%
+230
149
$27.5K 0.02%
+654
150
$26.6K 0.01%
+2,240
4 5
6
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