GHA
Granite Harbor Advisors Portfolio holdings
AUM
$213M
This Quarter Return
+3.53%
1 Year Return
+12.75%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$158M
AUM Growth
+$158M
(+7.5%)
Cap. Flow
+$9.05M
Cap. Flow
% of AUM
5.74%
Top 10 Holdings %
Top 10 Hldgs %
50.14%
Holding
83
New
4
Increased
50
Reduced
17
Closed
6
Top Buys
| 1 |
NVIDIA
NVDA
|
$4.99M |
| 2 |
Invesco QQQ Trust
QQQ
|
$2.06M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$697K |
| 4 |
Amphenol
APH
|
$630K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$607K |
Top Sells
Sector Composition
| 1 | Technology | 10.49% |
| 2 | Consumer Discretionary | 7.27% |
| 3 | Communication Services | 5.66% |
| 4 | Financials | 3.7% |
| 5 | Healthcare | 3.21% |
