GFPC

Global Financial Private Client Portfolio holdings

AUM $281M
1-Year Est. Return 21.41%
This Quarter Est. Return
1 Year Est. Return
+21.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$5.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Sells

1 +$1.54M
2 +$1.34M
3 +$1.23M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$1.2M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.02M

Sector Composition

1 Technology 11.62%
2 Financials 9.84%
3 Healthcare 6.55%
4 Industrials 4.92%
5 Energy 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$36.8K 0.02%
295
302
$36.7K 0.02%
402
303
$35.8K 0.02%
1,020
304
$35.5K 0.02%
978
-1,647
305
$35.3K 0.02%
557
306
$35.2K 0.02%
275
307
$35.1K 0.02%
250
308
$34.8K 0.02%
337
309
$34.7K 0.02%
1,145
310
$34.7K 0.02%
+890
311
$34.4K 0.02%
1,141
312
$34.4K 0.02%
570
313
$33.8K 0.02%
805
314
$33.4K 0.02%
708
+145
315
$33.3K 0.02%
2,528
316
$32.3K 0.02%
3,971
+73
317
$32.3K 0.02%
934
318
$31.7K 0.02%
750
319
$31.7K 0.02%
44
320
$31.2K 0.02%
44
+7
321
$31K 0.02%
680
322
$31K 0.02%
5,000
323
$30.2K 0.02%
190
324
$29.8K 0.02%
852
325
$29.6K 0.02%
25