GRA
Golden Road Advisors Portfolio holdings
AUM
$173M
1-Year Est. Return
18.12%
1 Year Est. Return
+18.12%
AUM
$173M
AUM Growth
+$22.4M
(+15%)
Holding
53
Top Buys
| 1 | +$1.62M | |
| 2 | +$1.61M | |
| 3 | +$1.32M | |
| 4 |
Vanguard Value ETF
VTV
|
+$1.31M |
| 5 |
Microsoft
MSFT
|
+$737K |
Top Sells
| 1 | +$642K | |
| 2 | +$373K | |
| 3 | +$245K | |
| 4 |
Raymond James Financial
RJF
|
+$237K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$192K |
Sector Composition
| 1 | Technology | 6.11% |
| 2 | Financials | 1.87% |
| 3 | Communication Services | 1.32% |
| 4 | Consumer Discretionary | 1.04% |
| 5 | Healthcare | 0.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard High Dividend Yield ETF
VYM
$68.4B
| $220K | 0.13% |
+1,563
|
|
||
52
iShares Core MSCI Emerging Markets ETF
IEMG
$115B
| $220K | 0.13% |
+3,336
|
|
||
53
Exxon Mobil
XOM
$484B
| $212K | 0.12% |
+1,878
|
|