GA

Greenspring Advisors Portfolio holdings

AUM $422M
1-Year Est. Return 4.55%
This Quarter Est. Return
1 Year Est. Return
+4.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$317M
AUM Growth
-$9.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Sells

1 +$613K
2 +$403K
3 +$294K
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$228K
5
COF icon
Capital One
COF
+$221K

Sector Composition

1 Technology 2.51%
2 Healthcare 0.91%
3 Financials 0.88%
4 Consumer Staples 0.28%
5 Energy 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,018
77
-2,438
78
-487