GMA

Goldstein Munger & Associates Portfolio holdings

AUM $303M
1-Year Est. Return 19.66%
This Quarter Est. Return
1 Year Est. Return
-19.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$313K
3
+$33.7K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$23.7K

Top Sells

1
+$10.3M
2
+$7.1M
3
+$3.56M
4
EWC icon
iShares MSCI Canada ETF
EWC
+$2.54M
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$2.04M

Sector Composition

1 Financials 4.59%
2 Technology 2.49%
3 Communication Services 1.68%
4 Consumer Discretionary 0.5%
5 Industrials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$339K 0.14%
2,524
27
$313K 0.13%
6,900
28
$279K 0.12%
14,000
29
$256K 0.11%
2,309
-1,208
30
$254K 0.11%
9,400
31
– –
-2,104
1
2