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GFPC
Global Financial Private Client Portfolio holdings
AUM
$306M
1-Year Est. Return
24.15%
This Fund
S&P 500
1 Year Est. Return
+24.15%
AUM
$115M
AUM Growth
+$268K
(+0.23%)
Holding
536
Top Buys
| 1 | +$587K | |
| 2 | +$555K | |
| 3 | +$445K | |
| 4 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$256K |
| 5 |
Vanguard Russell 2000 ETF
VTWO
|
+$245K |
Top Sells
| 1 | +$913K | |
| 2 | +$563K | |
| 3 | +$560K | |
| 4 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$559K |
| 5 |
IBMI
iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI
|
+$378K |
Sector Composition
| 1 | Technology | 10.25% |
| 2 | Financials | 9.41% |
| 3 | Consumer Discretionary | 4.28% |
| 4 | Consumer Staples | 4.06% |
| 5 | Healthcare | 3.95% |