GBFP

Golden Bell Financial Planning Portfolio holdings

AUM $106M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$9.9M
3
+$8.63M
4
AVES icon
Avantis Emerging Markets Value ETF
AVES
+$7.46M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.3M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$348K 0.35%
+13,554
27
$317K 0.32%
+8,935
28
$277K 0.28%
+6,875
29
$263K 0.26%
+449
30
$241K 0.24%
+831
31
$237K 0.24%
+5,432
32
$236K 0.24%
+8,111
33
$220K 0.22%
+8,520
34
$206K 0.21%
+4,244
1
2