GGA
Granite Group Advisors Portfolio holdings
AUM
$177M
1-Year Est. Return
11.88%
This Fund
S&P 500
1 Year Est. Return
+11.88%
AUM
$165M
AUM Growth
-$1M
(-0.6%)
Holding
83
Top Buys
| 1 | +$1.59M | |
| 2 | +$1.1M | |
| 3 | +$758K | |
| 4 |
Seagate
STX
|
+$309K |
| 5 |
AstraZeneca
AZN
|
+$219K |
Top Sells
| 1 | +$2.33M | |
| 2 | +$834K | |
| 3 | +$343K | |
| 4 |
monday.com
MNDY
|
+$263K |
| 5 |
Salesforce
CRM
|
+$238K |
Sector Composition
| 1 | Communication Services | 50.91% |
| 2 | Technology | 13.28% |
| 3 | Financials | 11.07% |
| 4 | Consumer Discretionary | 5.22% |
| 5 | Consumer Staples | 4.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
TC Energy
TRP
$60.1B
| $219K | 0.13% |
+4,017
|
|
||
77
Global X Artificial Intelligence & Technology ETF
AIQ
$7.81B
| $217K | 0.13% |
4,400
-400
|
|
||
78
Ferrari
RACE
$58.9B
| $214K | 0.13% |
442
|
|
||
79
Intuitive Surgical
ISRG
$179B
| $202K | 0.12% |
452
+15
|
|
||
|
80
Salesforce
CRM
$198B
| – | – |
-872
|
|
||
81
Mastercard
MA
$485B
| – | – |
-376
|
|
||
|
82
monday.com
MNDY
$5.97B
| – | – |
-836
|
|
||
83
Union Pacific
UNP
$138B
| – | – |
-10,136
|
|