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GIPW

Granite Islands Private Wealth Portfolio holdings

AUM $109M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
-$41.2K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$1.17M
3
+$970K
4
PANW icon
Palo Alto Networks
PANW
+$783K
5
BMY icon
Bristol-Myers Squibb
BMY
+$486K

Top Sells

1
+$1.58M
2
+$562K
3
+$425K
4
V icon
Visa
V
+$359K
5
MA icon
Mastercard
MA
+$356K

Sector Composition

1 Technology 35.77%
2 Communication Services 12.68%
3 Healthcare 10%
4 Consumer Discretionary 7.34%
5 Financials 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XOM icon
26
ExxonMobil
XOM
$576B
$1.41M 1.3%
8,329
-410
SCHF icon
27
Schwab International Equity ETF
SCHF
$66.3B
$1.41M 1.3%
56,794
+3,159
NOW icon
28
ServiceNow
NOW
$111B
$1.4M 1.29%
13,507
+467
HD icon
29
Home Depot
HD
$342B
$1.39M 1.28%
4,264
+644
IJH icon
30
iShares Core S&P Mid-Cap ETF
IJH
$122B
$1.38M 1.27%
20,477
-361
IWL icon
31
iShares Russell Top 200 ETF
IWL
$2.22B
$1.38M 1.27%
8,572
+2,619
AMGN icon
32
Amgen
AMGN
$196B
$1.32M 1.22%
3,786
+311
CVX icon
33
Chevron
CVX
$351B
$1.3M 1.2%
6,316
+491
PFE icon
34
Pfizer
PFE
$138B
$1.2M 1.1%
42,819
+8,543
CRM icon
35
Salesforce
CRM
$134B
$1.19M 1.1%
6,432
+427
MCD icon
36
McDonald's
MCD
$195B
$1.19M 1.1%
3,864
+275
UPS icon
37
United Parcel Service
UPS
$95.6B
$1.13M 1.04%
11,515
+2,620
ITA icon
38
iShares US Aerospace & Defense ETF
ITA
$14.2B
$1.09M 1.01%
+5,007
CSCO icon
39
Cisco
CSCO
$478B
$1.01M 0.93%
13,095
+409
CRWD icon
40
CrowdStrike
CRWD
$191B
$1M 0.92%
10,272
+4,088
QCOM icon
41
Qualcomm
QCOM
$199B
$948K 0.87%
7,404
+2,753
KO icon
42
Coca-Cola
KO
$359B
$921K 0.85%
12,114
-3,260
TSLA icon
43
Tesla
TSLA
$1.53T
$877K 0.81%
2,366
+811
CEG icon
44
Constellation Energy
CEG
$89.8B
$836K 0.77%
3,008
+125
BMY icon
45
Bristol-Myers Squibb
BMY
$118B
$809K 0.75%
13,335
+8,335
VCIT icon
46
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$65.7B
$746K 0.69%
9,012
+1,708
APO icon
47
Apollo Global Management
APO
$69.4B
$727K 0.67%
6,555
+60
NEE icon
48
NextEra Energy
NEE
$183B
$687K 0.63%
7,417
+4,082
UBER icon
49
Uber
UBER
$152B
$677K 0.62%
9,409
+1,292
VGIT icon
50
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.8B
$663K 0.61%
11,127
+3,231
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