GFA
Grunden Financial Advisory Portfolio holdings
AUM
$226M
This Quarter Return
+8.88%
1 Year Return
+8.99%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$178M
AUM Growth
–
Cap. Flow
+$178M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
95.38%
Holding
25
New
25
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.02% |
| 2 | Financials | 0.16% |
| 3 | Consumer Discretionary | 0.16% |
| 4 | Healthcare | 0.14% |
| 5 | Industrials | 0.13% |
