GRA
Golden Road Advisors Portfolio holdings
AUM
$150M
This Quarter Return
+11.2%
1 Year Return
+15.31%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$105M
AUM Growth
–
Cap. Flow
+$105M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
89.09%
Holding
35
New
35
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$30.6M |
| 2 |
Vanguard Value ETF
VTV
|
$25.3M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$12.2M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$8.16M |
| 5 |
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% |
