GBFP

Golden Bell Financial Planning Portfolio holdings

AUM $103M
This Quarter Return
+2.16%
1 Year Return
3 Year Return
5 Year Return
10 Year Return
AUM
$103M
AUM Growth
+$3.45M
Cap. Flow
+$1.49M
Cap. Flow %
1.44%
Top 10 Hldgs %
77.17%
Holding
35
New
1
Increased
14
Reduced
12
Closed
1
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$360K0.35% 9,144
+209
+2%
+$8.23K
$349K0.34% 13,761
+207
+2%
+$5.25K
$278K0.27% 6,875
$251K0.24% 449
$250K0.24% 8,111
$228K0.22% 831
$220K0.21%
+4,398
New
+$220K
$214K0.21% 5,308
-124
-2%
-$4.99K
$212K0.21% 4,244
-8,520
Closed
-$220K