GMA

Glassy Mountain Advisors Portfolio holdings

AUM $332M
1-Year Est. Return 20.59%
This Quarter Est. Return
1 Year Est. Return
+20.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
-$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Sells

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

Sector Composition

1 Communication Services 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,169
177
-30
178
-855
179
-35
180
-964
181
-92
182
-1,247
183
-35
184
-400
185
-211
186
-437
187
-12,655
188
-191
189
-12,286
190
-26
191
-9,071
192
-6,000
193
-26,706
194
-55,984
195
-100
196
-260
197
-792
198
-71,218
199
-600
200
-26,582