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
151
$26.3K 0.01%
+100
152
$26.2K 0.01%
+82
153
$26.1K 0.01%
+278
154
$23.8K 0.01%
+281
155
$23.2K 0.01%
+140
156
$23.2K 0.01%
+275
157
$22.4K 0.01%
+66
158
$21K 0.01%
+155
159
$21K 0.01%
+201
160
$20.1K 0.01%
+200
161
$19.5K 0.01%
+38
162
$19.4K 0.01%
+1,006
163
$19.1K 0.01%
+304
164
$16.7K 0.01%
+224
165
$16.1K 0.01%
+433
166
$16K 0.01%
+482
167
$15.9K 0.01%
+191
168
$15.3K 0.01%
+225
169
$14.9K 0.01%
+33
170
$13.8K 0.01%
+112
171
$13.6K 0.01%
+451
172
$13.3K 0.01%
+219
173
$12.2K 0.01%
+112
174
$11.9K 0.01%
+341
175
$11.7K 0.01%
+92
5 6
7
8 9