GFPC
Global Financial Private Client Portfolio holdings
AUM
$267M
1-Year Return
18.94%
This Quarter Return
+6.18%
1 Year Return
+18.94%
3 Year Return
+65.61%
5 Year Return
+101.85%
10 Year Return
–
AUM
$119M
AUM Growth
–
Cap. Flow
+$119M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
33.73%
Holding
540
New
540
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$6.78M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$5.09M |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
$4.84M |
| 4 |
Vanguard Value ETF
VTV
|
$4.34M |
| 5 |
Vanguard Growth ETF
VUG
|
$4.04M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 9.23% |
| 2 | Technology | 8.45% |
| 3 | Consumer Staples | 4.44% |
| 4 | Healthcare | 3.28% |
| 5 | Industrials | 3.25% |
