GRA
Golden Road Advisors Portfolio holdings
AUM
$176M
1-Year Est. Return
17.92%
This Fund
S&P 500
1 Year Est. Return
+17.92%
AUM
$176M
AUM Growth
+$2.86M
(+1.7%)
Holding
55
Top Buys
| 1 | +$1.86M | |
| 2 | +$1.57M | |
| 3 | +$306K | |
| 4 |
Vanguard Russell 1000 Value ETF
VONV
|
+$265K |
| 5 |
Bank of America
BAC
|
+$204K |
Top Sells
| 1 | +$1.42M | |
| 2 | +$1.04M | |
| 3 | +$519K | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$374K |
| 5 |
iShares Gold Trust
IAU
|
+$364K |
Sector Composition
| 1 | Technology | 5% |
| 2 | Communication Services | 1.45% |
| 3 | Financials | 1.02% |
| 4 | Consumer Discretionary | 0.91% |
| 5 | Healthcare | 0.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
iShares Gold Trust
IAU
$78.7B
| – | – |
-5,000
|
|
||
52
Procter & Gamble
PG
$370B
| – | – |
-1,848
|
|
||
53
Raymond James Financial
RJF
$33.9B
| – | – |
-8,248
|
|
||
|
54
Vanguard Dividend Appreciation ETF
VIG
$106B
| – | – |
-1,731
|
|
||
55
Vanguard High Dividend Yield ETF
VYM
$74.7B
| – | – |
-1,563
|
|