GRA

Golden Road Advisors Portfolio holdings

AUM $150M
1-Year Est. Return 15.31%
This Quarter Est. Return
1 Year Est. Return
+15.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$25.3M
3
+$12.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.16M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$3.82M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.03%
2 Communication Services 0.82%
3 Healthcare 0.72%
4 Consumer Discretionary 0.58%
5 Financials 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$304K 0.29%
+578
27
$303K 0.29%
+3,540
28
$292K 0.28%
+819
29
$278K 0.27%
+2,490
30
$238K 0.23%
+1,517
31
$232K 0.22%
+656
32
$231K 0.22%
+1,359
33
$229K 0.22%
+2,304
34
$213K 0.2%
+858
35
$206K 0.2%
+353
1
2