GFA

Grunden Financial Advisory Portfolio holdings

AUM $226M
1-Year Est. Return 8.99%
This Quarter Est. Return
1 Year Est. Return
+8.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
+$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Sells

1 +$149K
2 +$107K
3 +$37.1K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.89K

Sector Composition

1 Technology 4.21%
2 Healthcare 0.14%
3 Industrials 0.14%
4 Materials 0.11%
5 Communication Services 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$135K 0.07%
10,771
-11,907