GPA
GSB Podium Advisors Portfolio holdings
AUM
$85K
This Quarter Return
-54.54%
1 Year Return
-50.57%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$85K
AUM Growth
+$85K
(-9.6%)
Cap. Flow
-$9K
Cap. Flow
% of AUM
-10.59%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
2
New
1
Increased
–
Reduced
–
Closed
1
Top Buys
| 1 |
WLT
WALTER ENERGY INC COM STK (DE)
WLT
|
$85K |
Top Sells
| 1 |
MidCap Financial Investment
MFIC
|
$94K |
Sector Composition
| 1 | Energy | 100% |
| 2 | Financials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
WLT
1
DELISTED
WALTER ENERGY INC COM STK (DE)
WLT
| $85K | 100% |
+11,272
| New | +$85K |
|
|
2
MidCap Financial Investment
MFIC
$1.22B
| – | – |
-11,077
| Closed | -$94K |
|